Posts Tagged ‘Retirement Goals’
Why You Should Use a Fiduciary
Volatility and inflation are major concerns for anyone who has their money in the market. One thing that keeps popping up when we talk to clients is, “are you a…
Read MoreOctober 10, 2022 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 MoreSeptember 26, 2022 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 MoreIRMAA Medicare Surcharges
Medicare Part B and D have something called the IRMAA Medicare surcharges. When retirement planning, it’s crucial to consider the impact that the additional costs will have when trying to…
Read MoreSeptember 19, 2022 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 MoreThe GPS Retirement System
The concept of GPS – the same way you get from point A to point B on a road trip – is something we believe can be used to secure…
Read MoreSeptember 12, 2022 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 MoreBeneficiary Designations – What You Need to Know
Beneficiary designations are so important. You’ve set up accounts for estate and retirement planning, paid your dues, and you want to be sure that the right person is left these…
Read MoreSeptember 6, 2022 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 MoreHormone Optimization Therapy
Hormone optimization therapy is something we think everyone should know about and understand. This week, we had the pleasure of having Dr. Doug Lucas back on our podcast to discuss…
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