Wealthy people have a tax strategy before the November election. Should you do the same?

Tax forward thinking for 2020

Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”

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One of the biggest financial advisor mistakes

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Is rebalancing worth it?

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The market is roaring. Why talk about protection now?

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Is your advisor really listening to you?

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Tax forward thinking for 2020

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