It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A couple become Retirement Plan Detectives, searching records from old employers.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.