Your Best Financial Life

Preparing for retirement doesn’t have to be difficult or overwhelming. Professional investment advisors are trained to help assist with each individual case and to help you make the most beneficial financial decisions.  One of these professionals is Michelle Kohlbush, who has over 23 years of accounting experience and has expertise proven to help you financially prepare for your future. Tune into this episode of Your Best Financial Life with Scott Malbasa to learn about the best tax planning opportunities for you.  Show Highlights:  Benefits of working at a smaller firm  Maintaining growth and retaining a hands-on approach  Best tax opportunities  Benefits of charitable contributions  Advantages of a qualified contribution versus a donor advised fund  Working closely with investment advisors  The biggest impact tax changes have made  Holes that need to be fixed in tax codes Fee deductions  States with income tax  Pit falls when going into retirement  Factors to consider when budgeting for retirement  Tapping