When clients begin working with us, they often ask the same two retirement questions. “Will I make it?” and “Do I have any financial blind spots?” They’re not alone. Most people, maybe even you, have had the same concerns about the future. That’s why, at Unified, we have developed a unique process when it comes […]
family tax bracket management
Have you ever made a mistake? I’ll bet your financial advisor has.
Be honest. We all make mistakes the first time we do something. Mistakes are how we learn and reach our goals. Most of the time we get a second chance while armed with everything we learned the first time around. We learn from our experience and when we don’t make the same mistake twice, it’s […]
