Craig Bolanos was featured in Debbie Carlson’s article “Making the Most of the Tax-Filing Deadline” appearing on ThinkAdvisor. Craig has suggestions for people about to retire or the newly retired to deal with the nuances of transitioning into retirement, especially as it relates to CPA’s and taxes. Click below to read the full article.
Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide specific tax advice or services.