Stress test your finances concept

Other financial advisors may help your money grow, but they do not plan ahead to minimize taxes in retirement. Al Smith goes beyond mere asset management to help you create a written retirement plan that will withstand a stress test. You can’t predict the future, but you suspect taxes may go up by the time […]

College Finances

Tax Planning

Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in your strategies for retirement! Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise. Tax planning matters most in your fifties and sixties when you

Tax PlanningRead More »