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May 22, 2020

The Motley Fool says, if you don’t have a tax strategy, you may be sabotaging your retirement. That’s a strong statement. Do you agree?There is always someone (Uncle Sam, Wall Street) trying to get their hands on your retirement money. Having a financial plan gives you the ability to say, more for me, less for you!

Plus, we’re all a little nervous about our finances now, but especially those people who were on the verge of retiring.  Market Watch came up with a list of things for those people to keep in mind. John discusses a few things to keep in mind to stay on track.