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Blog

Kristin Gibson | Nov 5, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Kristin Gibson | Nov 5, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Kristin Gibson | Nov 5, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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4631 NW 53rd Ave
Suite 101
Gainesville,  FL 32653

Contact Info

P | 352-375-4517
F | 352-373-0205
E | kristin.gibson@concoursepro.com

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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. North Florida Money Management is independent of CFGS. CFGS does not render tax, legal or accounting advice. CFGS does not provide tax preparation services. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

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