Posts Tagged ‘retirement’
End Of Year Issues to Consider in Retirement
Can you believe that we’re close to the end of 2023 already? Before the year wraps up, it’s a good idea to address end-of-year items and work your way through…
Read MoreDecember 4, 2023 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 MoreEstate Planning – Simplified
Estate planning is a topic we often discuss with our clients. If you’re in the middle of retirement planning and trying to secure your retirement, an estate plan is something…
Read MoreNovember 27, 2023 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 Basics About a CCRC in Retirement – Part 2
Rae Dawson is back with us this week to continue our series on CCRC (continuing care retirement community) and how it fits into your retirement planning. While much of this…
Read MoreNovember 20, 2023 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 More2023 End-of-Year Economic Update
Andrew Opdyke is back with us to get his insight on the broad economy. He’s been on our show multiple times, and he’s returned with his 2023 end-of-year economic update…
Read MoreNovember 13, 2023 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 Basics of a CCRC
Rae Dawson was a special guest on our podcast this past week, and she was happy to talk to us about a very important topic: CCRC. If you don’t know…
Read MoreNovember 6, 2023 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…
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