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TAX PLANNING PART II: PLANNING FOR RETIREMENT
By Caroline Alabach This is a two-part series on end-of-year tax planning. For Part II, we receive advice on retirement
December 18, 2020
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I want to be central in my clients’ financial lives. I work with my clients to identify and quantify their financial goals. We can then put a plan in place to pursue these goals and modify along the way as needed.
Having 35 plus years of experience in the financial services industry gives me great confidence in guiding and sharing my perspective with my clients. My happiest days in the office are the days my clients retire from their lifelong careers confident in the fact that they are financially ready. Hearing a client say “I feel so much better after we talked” makes me want to get up the next day and go to the office. I learn so much about life and relationships from my clients.
I enjoy traveling, whether it brings me to wine country in California, attending Wimbledon in London, biking in Provence or a weekend in the San Juans. At home I love to cook and enjoy good food and wine. Walking, gardening, working out and Pilates give my life balance and keep my stress level in check.
By Caroline Alabach This is a two-part series on end-of-year tax planning. For Part II, we receive advice on retirement
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