Choose Your Own Retirement Adventure


















Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Time and market performance may subtly and slowly imbalance your portfolio.