Morning Mix

Actions

LifePlan Financial Design: Tax Planning vs. Preparation

Posted

Disclaimer: This is sponsored content. All opinions and views are of the advertiser and do not reflect the same of Fox 17.

You do your taxes yearly and always keep the April deadline in mind. However, when it comes to your retirement, it's important to recognize the difference between tax planning and tax preparation.

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 explain the difference between tax planning and tax preparation.

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.

Follow the FOX 17 Morning Mix on: Facebook, Instagram, & TikTok