The No-Compromise Retirement Plan

Look at your phone, turn on the news, read the paper and we see uncertainty everywhere we look, especially in the financial markets. One day up, another day down and concerns over our money and our retirement dollars change with each passing day.

An even greater concern, than the usual volatile performance of the markets on our hard earned money, to most financial experts today is the threat of higher taxes. Our national deficit, increased dramatically through emergency federal spending during this crisis, has changed the landscape for taxes in the future, especially for retirees. 

Focusing solely on market returns without minding the larger, more devastating affect taxation will have on your future financial plans is now believed to be the greatest threat we will face in our retirement years. With most of us staying close to home these next couple months, how about “investing” a couple hours of your time to educate yourself on how you might protect your wealth from this calamity.