We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.

Within your financial plan, do you also have a tax plan? What about an estate plan? Do you really need those? Let’s talk about what you need to do to build optimism for the future.

Do you get sticker shock when it comes to advisor fees? What fees are you otherwise paying with mutual funds? Let’s talk about the common fees you’ll find associated with retirement accounts.

As we near the end of the year, what do you need to make sure to take care of? From Roth conversions to estate planning, Brian talks about the ways these things can work to your benefit.

https://financialplanningva.com/bidens-tax-plan-end-of-year-planning/

Are you motivated by money? Or are you more motivated by personal fulfillment? What do you want both of those things to look like in retirement?

The Principle: When it comes to saving for retirement, it’s usually not about inheriting one big lump sum. Instead, are you working hard and storing up little wins?