A few weeks ago I had a review meeting with a relatively new client and I thought it would be appropriate to share a little bit about their journey to retirement. He and his wife made the decision to retire about a year ago. It was not an easy decision for either of them.…

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Taxes- The Greatest Threat To Your Retirement Tuesday, April 6th, 2021 I’ve always said there are 3 major threats to a retirement today. A long term care event,  a severe, sustained market crash, and increasing taxes. In light of everything that has happened with the virus relief and governmental spending habits, I think taxes has…

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You don’t want to make an assumption when it comes to your money and retirement. Instead, learn how to take control of your finances rather than hoping things fall into place on their own.

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