Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Knowing your risks is essential when making investment decisions and exit decisions.
The goal for most, when planning for retirement, is to ensure financial independence and never run out of money.