Plan With The Tax Man

The Incomplete Financial Plan

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Sinopsis

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Welcome into another edition of Plan With The Tax, with Man Tony Mauro and myself here to talk about the incomplete financial plan. Are you confident that your financial plan is complete? Most people believe that they have a solid plan in place only to realize a little later on that maybe they've missed a few important areas. So that's what we're going to do in this episode. Point out so