It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to

Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes

72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Mee

Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at .

How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn

There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call

For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolves around 5 Critical Elements that we believe are the corner

You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928

In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your

What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your taxes change and how you can be proactive. Call now to sche