Saturday, August 14, 2010

Seniors Considering Downsizing: 5 Key Points To Review When Looking At Your Financial Plans

August 13th, 2010adminLeave a commentGo to comments

If you don?t have one already, you should meet with a financial planner to determine the best course of action to plan your future investment portfolio. In addition, a meeting with your tax accountant is beneficial in identifying ways to reduce your tax burden. They can also give you advice on which files and records you can discard in preparation for the move. When reviewing your financial plans, consider these key points:

Categories: Investing
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