Tag: tax planning

Maximize Savings: Key Tax Deductions Every Senior Must Know

Maximize Savings: Key Tax Deductions Every Senior Must Know

Raise your hand if you keep up with the never-ending changes to the U.S. tax code!  If you are nearing retirement or have recently retired,...
Two Key Retirement Strategies for San Antonio Residents in Their 50s

Two Key Retirement Strategies for San Antonio Residents in Their 50s

As you contemplate retirement in your 50s, a few key strategies should be included in your comprehensive retirement planning process.  This blog outlines two important...

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