So Now You’re In Charge

2020 has presented us with formidable challenges, some have changed our lives forever. Maybe you have found yourself suddenly in charge of all the decisions, including the major financial ones that could change your life if you aren’t prudent in your planning. If you have found yourself in a financial transition, such as divorce, loss of a spouse, or inheriting … Read More

The Basics of Social Security Webinar with Faith Doyle, MBA, CFP®

The Basics of Social Security Planning in 2020 Social Security is still a major part of income for retirees in America. In 2020 for 2 out of 3 retirees it makes up about 50% of their total income needs. Are you confident in what strategy works best for you in your unique situation? Do you understand the implications and consequences … Read More

Celebrating 25 years!

When Life handed us Lemons, we didn’t grab the vodka and throw a party, but we managed to make lemonade anyway….