One of the biggest challenges we see when we start working with clients is that they don’t have a solid understanding of what their starting point is. Use these steps to get a clear idea of where you’re at so you’ll know whether you’re on track to meet your long-term needs.
While personal preferences, goals and priorities should drive most financial decisions, they often can convert a good intention into a mistake. Keep taxes at the forefront of your retirement planning so you don’t fall victim to these mistakes.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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