When you're nearing retirement, there are several things to focus on: how to spend your time and how to make your money last. There's also thinking about the effect taxes could have on your lifestyle after quitting the workforce.
Gary Mattson and Laurel Steward, the father-daughter team at Mattson Financial Services, explain why tax planning could be the key to a successful retirement and share tips on how to help keep that hard-earned money from running out.
To learn more about putting yourself in a position to retire wealthier, Mattson Financial has a great offer. For the first five callers that have saved $250,000 or more who are retired or nearing retirement, Mattson Financial is offering a complimentary full-blown retirement plan. They'll sit down with you and provide a roadmap analyzing where you are financially, discuss where you want to be during retirement, and the steps you can take to get there.
Call 800-536-8907 to take advantage of this offer. Or learn more by visiting mattsonfinancial.com.
This segment is sponsored by Mattson Financial Services.