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By understanding how certain patterns tend to repeat themselves, you'll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, you'll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

Tools for your Estate and Tax planning needs Our clients have many diverse estate and tax issues that they may. Pacific Financial Planners provides retirement planning services designed to educate clients as to their best options for meeting their current. Tax Planning for Income The goal of income tax planning is to minimize your federal income tax liability.

Report - Stay On Track to Meet Your Financial Goals - Year-end Financial Planning Checklist. Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy. Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is.
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