You receive investment advice from a financial advisor, have your tax returns prepared by an accountant, and have your will and estate plan written by an attorney.
When was the last time these three key consultants got together to discuss your overall financial game plan? You might have taken all the right steps, yet the trap has been set.
You’re basically working with three blind mice, and that can end up being very costly to you . . . because the blind mice don’t pay the price, you do.
Three Blind Mice supplies the understanding and tools you need to keep your key consultants connected and operating on the same financial game plan—because your financial future depends on it. The book includes links to additional resources that can help you avoid common retirement mistakes. It also explains ways you can:
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Scott McLean is the Founder of McLean Tax Advisory Group, LLC , in New Jersey.
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