Post by Candace Haralson, CFA®

As you get older and start thinking more about preserving your wealth and passing it on to the next generation, taking advantage of tax, investment and estate planning strategies become increasingly important. The following checklist outlines some common planning considerations to think about as you enter retirement. https://lnkd.in/e6-iNJg3  #yyc #calgary #seniorsmonth #wealthplanning