New Focus on Wealth with Chad Burton

Take a hands-on approach to your retirement planning. Discuss these issues with your financial planner before it’s too late.


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The year will be over before we know it and you have less than two months to make any major tax moves. There is not enough proactive planning by people these days to take advantage of the opportunities out there. Today I cover year-end tax planning strategies. Topics include:
• The negative effects of historically low interest rates on retirees
• The long term care disaster
• How tax cuts changed planning
...more
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New Focus on Wealth with Chad BurtonBy Chad Burton

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