Failing to Plan is Planning to Fail

Failing to Plan is Planning to Fail

February 22, 2023

As Benjamin Franklin so wisely stated: “If you fail to plan, you are planning to fail.” Well, when it comes to your future and taxes, that saying may be even truer than you think!

Here Are Just a Handful of the Things That We'll Discuss:

  • Are your retirement savings in pre-tax accounts?
  • Taxes will go up, does your retirement plan include higher taxes?
  • Do you know what the tax impact will be on your beneficiaries?


Photo by Brett Jordan on Unsplash