Alma R. Sehovic, RICP Financial Services Professional

Turning the clocks forward is a great reminder to take an annual look at your financial goals and ensure that you're on schedule for retirement. #daylightsavingtime

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

Saving for your child’s education is likely one of your financial goals. But how much is enough? Reach out to me today! Together, we can work on a strategy to help you manage educational expenses to set your child up for success.

How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today: