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Lorraine and Brandon Talk Time Horizons and Tax Records

A caller wants to get more clarification on ‘time horizons’ and another asks Lorraine how far back they need to keep their tax records.

A caller wants to get more clarification on ‘time horizons’ and another asks Lorraine how far back they need to keep their tax records.

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About the Author

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Lorraine Ell

CEO and Senior Financial Advisor

As the CEO and co-owner of Better Money Decisions (B$D) Lorraine is excited to help others solve challenging financial problems. For those experiencing dramatic change such as divorce, retirement, or the loss of a loved one she is a dedicated advisor and acts as equal parts investment manager, financial planner, coach, and personal guide. It’s her mission to help families lead their best financial lives.

Author of the book, Bozos, Monsters and Whiz-bangs: Bad advice From Financial Advisors and How to Avoid it!, Lorraine is also frequently quoted in MarketWatch, Investment News, Investor’s Business Daily, Yahoo Finance, and The Wall Street Journal.