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The 3 Biggest Financial Mistakes I See Retirees Make
- Retirement
As a financial advisor, people often ask me about some of the biggest financial mistakes I see retirees make. There’s a hint of anxiety in that question, of course. After all, the U.S. government reports that nearly 3 in 10
The Art of Retirement: Crafting a Rewarding Second Act
- Retirement
One of the greatest challenges of having a goal is what to do once you’ve accomplished it! Retirement is something you work toward your entire life, but once you have reached that milestone and entered your golden years, what’s next?
Navigating Medicare? Get Answers to Your Questions Here
- Medicare, Retirement
It’s widely known that Medicare plays an important role in the healthcare plans of many retirees in the United States. Initially introduced in 1965, Medicare amassed a total of $988 billion in revenue in 2022 while extending its benefits to
Case Study: The Necessity of a Flexible Retirement Plan
- Retirement
As an independent financial advisor, I specialize in helping people plan for a comfortable retirement. I love helping clients establish and prioritize their goals to build the necessary foundation to develop personalized solutions and a tailored investment portfolio that optimizes
