On the new edition of The Allon Exchange, Brittany and Jay Hagy discuss the various financial surprises that can occur in life, emphasizing the importance of proactive financial planning. They explore the nature of surprises, both good and bad, and how to prepare for them.

The duo explore healthcare and long-term care planning, and why a solid financial foundation is necessary to handle unexpected expenses.

Brittany & Jay talk proactive tax planning to avoid unexpected tax bills and the impact of inflation on retirement income. 

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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