James Heafner President and CEO of Heafner Financial, joined New Mexico Living to explain to us the steps to retiring tax-free.
James has a formula to help people learn how to live tax-free.
F – Find out
R – Research
E – Engineer
E – Execute
He pointed out that most importantly is to talk to a professional, different situations such as age or desired outcomes, call for different plans of action.
For more information, visit his website.
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