OAKBROOK TERRACE, Ill. (WLS) -- There are three challenges for anyone nearing retirement, and how smart tax planning can save you thousands in retirement. Anthony Pellegrino from Goldstone Financial explains in our Saturday Morning Extra.
Anthony Pellegrino is a fiduciary financial advisor and is Founder of Goldstone Financial Group which is a Registered Investment Advisor (RIA). Goldstone focuses on building a holistic investment plan which includes; Investment Planning, Income Planning, Tax Planning, Healthcare Planning and Estate Planning. Their planning process focuses on minimizing taxes on your investments while building plan to maximize generating income from your investments and limiting risk.
Goldstone Financial Group is headquartered in Oakbrook Terrace, IL with satellite offices in Chicago and the surrounding suburbs. Goldstone has helped more than 2,500 clients over the past 12+ years.
For more information, visit goldstonefinancialgroup.com.