Category: retirement

In Retirement, Financial Planning Doesn’t Equal Just Investments

In Retirement, Financial Planning Doesn’t Equal Just Investments

Financial planning means different things at different times in a person’s life. For those 65 and older who have PIVOTed away from their working years...
Chances of Getting Social Security

Chances of Getting Social Security

“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security Benefits.” – Mitch McConnell When our company is preparing...

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