Jason Lambert, David Topper, and Jeff Dixson share the things that make them thankful. they also discuss investment goals, what married couples should plan for, and when to claim Social Security.

Year End Tax Planning

THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets.  Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial &amp; Tax Solutions.