- Determining which investments should be made
- Reducing income tax liability
- Saving in purposeful, tax-advantaged retirement accounts
- Strategically planning for retirement income (which accounts do I tap from first?)
- Saving for children or grandchildren's future education
- Planning for the purchase of real estate
- Creating a spending plan to plan your cash flow
- Planning for life insurance and other types of insurance
- Creating an estate plan involving trusts, wills, and powers of attorney to facilitate legacy planning
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