Are you worried about the impact of taxes in retirement? Concerned you might run out of money in retirement? Are you looking to avoid making costly pitfalls transitioning into retirement? Welcome to the Relax, It’s Retirement Podcast with Josh Leonard fro
2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are...
Do you ever wonder about how people will think of you or remember you once you have passed away? Is it important for you to leave behind a story or...
Are you unsure what your retirement will look like? Finding new passions at an old age can be challenging but finding an activity that releases your...
As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your...
With the large number of clients under our belt, we pride ourselves in adapting and catering to any of our client’s needs, in any circumstances. This...