Retirement Team: Estate Planning Attorney (Lawyer)

by | May 23, 2025 | Retirement

Today we’ll discuss what to look for when choosing your Estate Planning Attorney (Lawyer). This is continuing with the “Retirement Warning: Don’t Go it Alone!” article where I discussed the importance of building a Retirement Team to help with...

Retirement Team: Tax Advisor (CPA)

by | 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...

Your Retirement Team: Financial Advisor-The Quarterback

by | 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...

Retirement Warning: Don’t Go It Alone!

by | 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...