More than 40 years experience in the financial industry

Diana M. Reutter

Financial Planning Assistant

Versatile Operations Manager and Financial Professional with over 20 years of experience in business administration, high-net-worth client relations, and financial operations. Proven track record of co-owning and managing a construction firm while maintaining a strong background in financial analysis and trading, Adept at bookkeeping, scheduling, and IT troubleshooting. Bilingual in English and Hungarian.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.