Posts Tagged ‘retirement checklist’
March 25, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreNavigating Tax Withholding – A Guide for Retirees
Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…
Read MoreMarch 18, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreInvesting in Uncertain Times – Election Edition
It’s that time that comes around every four years – presidential elections. There is one question that inevitably pops up: does the presidential election impact the stock market? Retirement planning…
Read MoreMarch 11, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow To Keep Your Mobility in Retirement
While we focus on finances and investing to help people in retirement planning, we try to have experts on our podcast to discuss lifestyle changes, too. As you get older,…
Read MoreMarch 4, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreTips For Gifting and Loaning Money to Children
You’ve done well in retirement planning and you’re living a good life. You may have plans to leave money to your heirs, and many of our clients want to learn…
Read MoreFebruary 20, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreClosing the Gap Strategies for Coping with Medicare’s Doughnut Hole
Shawn Southard, our in-house Medicare specialist, joined us on our latest podcast to discuss Medicare’s Doughnut Hole. If you don’t know what this means or how it relates to you,…
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