It’s our goal to provide guidance and help to our clients to maximize their Financial Journey. Its also a privilege to be able to educate at large, sharing tips so that whether you use our services or not, you can grow into a stronger financial place. Finance 65, A Financial Overview for Retirees, was a lightning pace class loaded with useful information. We covered numerous topics: investment options; lifetime income strategies; reducing taxes on investments, IRAs, Social Security, and inheritance; when to take Social Security and how to get set up with Medicare and Medicare supplements; life insurance and long-term care insurance; and essential legal documents and trusts.

To hear the recording of the Zoom Class, CLICK HERE

In the class, Len (Fiduciary, Certified Financial Planner, CEO and Founder of Dedicated Financial Services) references numerous resources that you may want to review. Here is that RESOURCE LIST:

5 Simple Steps Guide 2021 Evidence-Based Investing The ABCs of Protected Retirement Income