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Posts Tagged: Chris Berry|Daily Wisdom|income planning

3 Legged Stool of Income Planning

Posted 9:00 am by Christopher J. Berry, Esq., CELA. & filed under Daily Wisdom.

In this episode Atty. Chris Berry talks about the 3 Legged Stool of Income Planning which is, 1. Social Security 2. Pensions 3. Assets He also shared the 5 Key Areas of Retirement which is, 1. Income Planning 2. Investment Planning 3. Tax Planning 4. Health Care Planning 5. Legacy Planning Watch the full Wisdom… Read more »

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