Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Pre-Retirement Checklist

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This checklist can give you a quick snapshot of how prepared you are.