What happens when the retirement paycheck you counted on disappears, or an estate plan leaves your family with more questions than answers? Suzanne Porske and her Tax Partner Rachelle Harp explore ways to create predictable retirement income while maintaining control over your money, with a focus on taxes, budgeting, Social Security, and pension decisions. She also discusses estate planning, including the importance of clearly communicating responsibilities, choosing trustees and executors, and keeping beneficiary designations aligned with your wishes to help reduce confusion for loved ones.

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