None of us know how long we will live, so it is important to prepare for the inevitable. Unfortunately, all that we have earned in this life won’t transfer into the next, so it is important that we have our wishes laid out appropriately.
An estate plan is a critical component of the retirement planning journey.
Estate attorney, Adam Tarsitano joins the Financial Symmetry podcast again today to discuss spooky estate planning tales from the crypt that he has seen in his experience.
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Have scary markets made you second guess your retirement plan?
For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story.
🎥Watch the video here: https://youtu.be/bPmWBKTM-yg
Which reminded us of a common retirement tale from one of Halloween’s favorite fictitious characters, Michael Myers.
After 40+ years of scaring audiences, the Halloween movie franchise is coming to an end. Now that Michael has reached 65, we thought it fitting to envision that everyone’s favorite murderer is finally done chasing victims and is ready to settle down into retirement.
Has he prepared well enough or did he chase returns the way he chased his victims? Listen in to hear the retirement horror story of Micheal Myers.
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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!
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Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package?
In this episode, you’ll learn who non-qualified deferred compensation plans were created for, what they are, the pros and cons, and their potential for helping you reduce your lifetime tax bill.
Find out if this additional savings tool could be a difference maker for your retirement withdrawal strategy.
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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!
📰 DOWNLOAD the free EBOOK Your Game Plan for Market Volatility ebook