Why You Need a Closer on Your Financial Team

In baseball, few positions are more crucial—or more pressure filled—than the closer. The closer steps onto the mound in the final innings of the game, tasked with protecting the lead and finishing strong. It doesn’t matter how well your team performed in the...

Tax Planning for Your Legacy

Many retirees use tax-deferred retirement accounts like IRAs and 401(k) plans as their primary source of retirement income. While these accounts provide tax advantages during your working years, they come with a future tax bill that can erode your retirement income...