On this episode, Ford Stokes and Sam Davis share some important reminders and valuable insights ahead of Tax Day 2024. Plus, what are America’s seniors loving (and regretting) about their retirement? We share the results of a recent survey and think you'll find it inciteful.
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The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s...
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Ford Stokes and Sam Davis share seven tips to help you take action today and start “spring cleaning” your financial life. Also on this...