by Wes | May 22, 2025 | Retirement
Continuing with last week’s blog “Retirement Warning: Don’t Go it Alone!” where I discussed the importance of building a Retirement Team to help with retirement and retirement planning. Today I’ll discuss The Tax Advisor (CPA). I’ll...
by Wes | May 21, 2025 | Retirement
In last week’s blog “Retirement Warning: Don’t Go it Alone!” I discussed the importance of building a Retirement Team to help with retirement and retirement planning. The article was getting a little too long so I decided to break this topic up...
by Wes | May 16, 2025 | Retirement
Dreaming of a comfortable retirement? Don’t go it alone. It’s time to start building your retirement team of advisors. Many of us underestimate the complexity of the financial and lifestyle shifts that come with retirement. Retirement planning is...
by Wes | May 1, 2025 | Retirement
Hey, everyone, let’s talk about credit cards or more specifically the fees we’re charged for spending more than we earn. This is a topic I’ve been putting off for a while, but if you’re retired, planning retirement or having trouble managing your credit...
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