In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later. 

For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com

<p>In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later. </p> <p>For more information on Acute Wealth Advisors or to schedule a consultation, visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a> </p>

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

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