Aging With Grace 55+

Tax Investing Around Election Cycles

Dale Josey

Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action,  to sunset soon  in addtion to standard deductions that are also in jeopardy.