2019 Year-End Checklist & 2020 Key Numbers
As we approach the close of another year, it’s important to make sure that you have your financial house in order. Use our year end checklist to make a list and check it twice. Then, take a look [...]
The ABC’s Of Social Security & Medicare: Webinar Recap
Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over [...]
2020 Medicare: What you need to know
Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of [...]
Anticipating the SECURE Act: What Should You Know?
Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in [...]
Living the Next Phase of Life on purpose Webinar Recap
Our March webinar focused on Living the Next Phase of Life on purpose. The presentation covered topics including the evolution of the new third box, the importance of a vision, developing a [...]
Health Care and Longevity Webinar Recap
Our February webinar focused on Planning for Health Care & Longevity in Retirement. The presentation covered topics including retirement spending, longevity, and how healthcare will change as [...]
Retirement Readiness Webinar Recap
Our January webinar focused on retirement readiness. The presentation covered topics including the [...]
