This week Jim and Cathlyn address how you can insulate yourself from a downturn in the economy or another bear market, so you don’t have to worry about your retirement security. One of the most important lessons learned from the bear markets in stocks, real estate and commodities is the importance of diversification, and the role it plays in protecting a portfolio against severe losses. Jim and Cathlyn further illustrate these investing and diversification strategies through the case study of Craig and Marilyn Snider. The guest this week is Kim Fichera, CPA. Kim will discuss the best strategies for lowering taxes on high income earners, as well as how to avoid tax traps and mistakes.
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