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Most people do not talk about the financial impact of longevity, including living arrangements and health care costs.

Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.

Kevin Greenard’s recommendation for new investors is to focus first on savings and avoiding investment mistakes.

Even with higher interest rates, property tax deferment is still a great program for most retirees.