by Wes | Jun 23, 2025 | Retirement
Now, that your retirement date is quickly approaching. You’ve got your financial team lined up (Financial Advisor, Tax Pro (CPA), Estate Attorney (Lawyer), the whole crew. Are you sure you’re asking the right questions? Could your dream retirement be at risk because...
by Wes | Jun 16, 2025 | Retirement
Imagine your ideal retirement as a beautiful, custom-built home that perfectly suits your needs and dreams. Just like constructing a house, building your desired retirement isn’t an overnight process; it requires careful planning, consistent effort, and ongoing...
by Wes | Jun 9, 2025 | Retirement
How much cash should you have stashed around the house? This is a really important and often overlooked aspect of financial preparedness. This advice is not just for retirees but I believe is sound advice for everyone. Usually when we think of financial preparedness...
Recent Comments