Tax Preparation isn't the same as Tax Planning. You need both to keep more of your money in your pocket.
See more at RetireMentorship.com/51.
My Book: "3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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