Protect your income
Carl talks about why disability insurance is essential for protecting your income and keeping your financial plan on track if illness or injury prevents you from working.
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know when to adjust
Carl explains when it makes sense to adjust your portfolio and why life changes, not market headlines, should guide your decisions.
tax efficient income
Carl explains how different types of income are taxed and why tax-efficient planning can help you keep more of what you earn in retirement.
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