Pitfalls to Avoid in Retirement Planning
Helping You Get Financially Prepared for Retirement We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams for this new season. Retirement should be a golden time. But failing to plan really [...]
Latter Life Checklist
Preparing and Planning in Retirement Latter life planning can be unpleasant to consider but avoiding the preparation for reality will not avoid the consequences of reality when they strike. Planning eliminates potential problems and conflicts regarding your needs at the [...]
Financial Personalities
Learning to leverage your strengths and weaknesses The way you view and handle your money is tied to your financial personality. Understand yourself better to DO LIFE better with your money. Spenders What does money give me? Pleasure If I found [...]
Pay Less Taxes
Make Sure You Don't Pay More Than Is Needed It is always advisable to reduce your tax obligation using all the tax strategies available to you. Below are the most common strategies available to individuals who are retired or are [...]
Navigating the Medicare Maze
It's open enrollment time! AND this year, there are a lot of changes. We can help. Medicare is often a confusing and time-consuming topic. This year, that's more true than ever with the sweeping changes of the much-anticipated Inflation and [...]
Election Impact: Considering the Hypothetical Investment-Related Implications
What are the potential financial implications of the election? In this webinar, Len Hayduchok, CFP®️, CEO, and Andrew Tang, CIO, explore the possible economic outcomes for 2025. Weighing the focus both candidates have shared on various policies, what is the potential [...]
