Wealth Management & Financial Planning

Wealth Management & Financial Planning

Retirement Strategies “V” For Victory!

Consider This Program with Joe Clark, CFP, and Adam Harter, CFA.
In this segment we will cover:

Retirement “V” for Victory – Success has many definitions. Doing your best; trying your hardest; apparent success is the worst – this strategy “seems” to have worked for my neighbor or my brother so I'll follow suit. Grandma reminded us that just because everyone else is doing it doesn't make it right. Retirement V for Victory is about eliminating risk in your financial future, minimizing the taxes you will pay on your financial journey, and proactively taking charge of your retirement.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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