Effective Ways Retirees Transfer Generational Wealth
In this video, Roger Bair and Alec Sunners discuss effective ways retirees can transfer generational wealth.
Thoughts for the Generationally Minded
Thoughts for the Generationally Minded What does it mean to be generationally minded? The definition we shall use is to long for your wealth to endure to your children and grandchildren. We keep in mind that we want our descendants…
Turning a Retirement Portfolio Into a Paycheck
In this video, Roger Bair and Alec Sunners discuss how to handle money in retirement.