Solving the Uncomfortable Enigma of Retirement: Transferring Financial Control

    Making decisions about when and how to hand over control of your money during retirement can be daunting. It requires self-awareness and trust in others to make important choices on…

    Market Volatility…Happens!

    Well, it’s been quite a ride these last few years…..the pandemic, supply chain issues, inflation, an inexplicable invasion and full-scale war between Russia & Ukraine, interest rate hikes, and now…

    Pickleball & Money?

    Pickleball is the fastest growing sport in America and people nearing and in retirement are running to the courts – so are some of the greatest tennis players of all…

    The Road Ahead: How to Find The Right Retirement Plan For Your Goals

    The golden years are beckoning, and you’re ready to embrace them with open arms. But before you stroll into retirement, it’s essential to have a solid plan in place to…

    Understanding Roth IRA Contribution and Income Limits 2023

    Do you ever wonder if you’re maximizing your retirement savings? Understanding Roth IRA contributions and income limits is crucial to making the most of your retirement investments. In this blog…

    Smart Money: Can You Use Your IRA To Invest in Real Estate

    Are you looking to diversify your retirement portfolio and potentially achieve higher returns? Real estate investing through a self-directed IRA might be the answer you’ve been searching for. In this…
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