Taxes, Life Insurance & Legal Documents

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Today’s Smart Money Question:

We always like to use this show to share some of the conversations we’re having with clients and the topics that are being discussed in our office. Today we have three important ones that have popped up multiple times recently and that’s life insurance, tax planning, and legal documents.

Each of these topics are essential to your financial plan, which is why we wanted to spend some time on them. This episode covers the importance of reviewing life insurance policies for hidden opportunities, the realities of tax planning, and the necessity of having original legal documents. We’ll also share insights on managing investment risks during volatile market periods.

 

Here’s some of what we discuss in this episode:

  • What opportunities you might have with a life insurance policy in retirement.
  • Ways that you can reduce taxes and keep from paying more than you need to.
  • Always being aware of the different buckets of risk is extremely important.
  • Which legal documents do you need to have and what should you be reviewing?

 

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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