We all have some things we would have liked to differently in hindsight, especially as it relates to our finances. That might be especially true in 2020 as we all deal with difficult circumstances due to COVID-19. Here are some things we might hear about our planning decisions in hindsight.
Be careful of making assumptions about certain areas of your financial plan. Some of these assumptions could be correct, but they could just as likely be wrong.
Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the five steps you can take to achieving a tax-free retirement.