Latest articles by Gary Mastrodonato, Investment Adviser Representative
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How Do You Know When You’re Ready to Retire?
retirement There is no magic age, but there are three things you need to be prepared for, and once those stars align, you can be confident that it’s time.
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Leave Your Loved Ones a Generous Legacy — Not a Tax Bill
retirement Your 401(k), 403(b), IRA or other qualified plan can be a wonderful gift for your heirs, but watch out for the tax strings that come attached.
