The Retirement RouxThe Retirement Roux

Should you consider tax loss harvesting year-round?

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John Blanchard discusses various financial strategies for retirement, including the importance of tax loss harvesting, the impact of interest rate changes, and the necessity of planning for longevity. He emphasizes the need for couples to be on the same page regarding financial decisions and the importance of understanding risk tolerance.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

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  1. The Retirement Roux

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The Retirement Roux

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is 
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