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Tax planning is a critical part of a retirement plan, yet it's so frequently overlooked.
Mike Douglas is the president of LifePlan Financial Design, named Michigan's retirement coach, and financial podcast host. He joins the Fox 17 Morning Mix to share the most common things people overlook when tax planning, and how to find big savings on your tax return.
For the first five callers who have saved $500,000 or more, LifePlan Financial Design is offering a complimentary retirement roadmap to new clients. This will allow the LifePlan Financial Design team to sit down and provide you with a roadmap, analyze where you are, and discuss the best steps to get ready for a successful retirement.
To learn more and schedule an appointment call (616)-253-6162.
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