Tag: finance
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Why I’m an Accountant… and Still Have a Financial Advisor
As an accountant, I rely on a financial advisor to manage my finances effectively. While I excel in analyzing past data, my advisor focuses on future strategies like investments and retirement planning. This partnership alleviates my time constraints, ensures accountability, and enhances my financial planning, reinforcing the need for professional guidance even among experts.
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Why Tax Planning Matters in Retirement
Effective tax planning is crucial for retirees, as it can significantly impact financial health. By strategically managing income sources, avoiding OAS clawbacks, and planning for mandatory withdrawals, retirees can maximize savings, maintain benefits, and ensure a tax-efficient legacy for beneficiaries, ultimately enjoying financial security in their golden years.
Jensen Accounting 