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Founder and managing director,
Woloshin Investment Management
Michael Woloshin is an Investment Adviser Representative, insurance professional and the founder and managing director of Woloshin Investment Management. His priority is helping those who are about to retire or who already have retired pursue their financial independence utilizing customized income strategies. Woloshin has over 35 years of experience advising clients.
Some extra saving, some stock moves, some charitable giving … these strategies all can add up to tax savings for many people. But the clock is ticking.
See More From: Building Wealth
In the novel David Copperfield, Charles Dickens called procrastination the “thief of time.”
Procrastination also can cost you plenty of cold hard cash when it comes to your income taxes.
See More From: Tax Planning
Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.
The answer to that question is important: It determines whether the person you’re working with is legally required to put your interests first.
No matter who you are, how much you’ve saved, what kind of salary you make or how you want to spend your golden years, you’re going to need to do these five things before you can retire.