Does your retirement plan include integrated tax planning strategies? As seen on the Atlanta Retirement Report, Barry Spencer & Scott Noble, CPA, PFS share thoughts on how an integrated retirement and financial plan that includes income, investing, and tax planning (that includes tax reduction and minimization) can ensure the retirement you dream of and planned for, despite economic uncertainty and rising inflation.
The Wealth With No Regrets® Team is committed to helping you plan for a more confident retirement through sound investing and integrated custom planning.
Barry Spencer and Scott Noble the creators of The Wealth With No Regrets® Planning process show financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan.
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Disclosure: Information provided in videos is not intended to be used as advice or recommendation in any way, and is for informational purposes only. Boomfish Wealth Group, LLC, DBA Wealth With No Regrets®, is registered investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from those requirements. Content should not be viewed as personalized investment type of advice. All investment strategies have the potential for profit or loss.
