Investing for a Worry-Free Retirement
In this video, Roger Bair and Alec Sunners discuss investing to make your retirement as stress-free as possible.
Open Enrollment Season – What You Need to Know
Open enrollment is a critical time for employees to review and make decisions about their benefits for the coming year. Many people mistakenly assume they don’t need to make changes from their previous selections, but every year, new options may…
Protect Your Wealth: Managing the Risk of Long-Term Care
From a financial planning standpoint, managing the risk of long-term care (LTC) is becoming increasingly crucial. As life expectancies rise and medical advancements extend our lives, the likelihood of needing assistance with daily activities or medical care increases. This can…
Preparing for the Golden Years: Long Term Care Essentials
In this video, Drew Tignanelli & Alec Sunners discuss long term care and how to best prepare for it.
Finding Your Retirement Heaven
Choosing where to retire is a big decision that requires careful consideration of various factors, ranging from the cost of living to healthcare accessibility and lifestyle preferences. You may wonder how to determine the best place to retire and where…
Finding Your Retirement Heaven
In this video, Roger Bair & Alec Sunners discuss what factors and locations to keep in mind when retiring
Strategic Tax Planning Tips for Retirement Bliss
We have asked for your feedback regarding topics our readers want to learn about, and so we are back this month with an article on tax planning in retirement. As everyone’s retirement assets, length, and goals are different, we will…
How to Maximize Charitable Giving
In this video, Drew Tignanelli discusses the best ways to maximize charitable giving