A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
It sounds simple, but paying yourself first can really pay off.