Choose Your Own Retirement Adventure


















Even the savviest and most experienced among us need financial planning check-ins.
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.