Everything You’re Not Considering About Retirement
In this video, Roger and Alec discuss things you might not have anticipated after retiring.
How the One Big Beautiful Bill Impacts Retirees
In this video, Drew and Alec talk about the biggest changes in the newly passed One Big Beautiful Bill and how it impacts retirees.
Protecting Inheritance with Lifetime Trusts
Written by: Andrew V. Tignanelli, CPA, CFP® Our job is to educate, not to tell anyone what to do. An educator will still have an opinion, but one must be careful not to let their opinion impact one’s decision. One…
Win Win Win
Written by: Andrew V. Tignanelli, CPA, CFP® As I approach over 40 years in this business, I am finally seeing a glimpse of my life’s dream come true. That dream is that financial advisors would operate like other professionals, such as…
Weathering Market Volatility Within a Retirement Portfolio
In this video, Roger Bair & Jackson Courtney discuss how to manage market volatility within your retirement portfolio
I Have $2 Million Saved. Am I Still on Track to Retire?
In this video, Graham Ewing discusses retirement planning and how to make sure you are on track with your retirement goals.