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…
In this video, Roger Bair and Alec Sunners discuss how to handle money in retirement.
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
In this video, Drew Tignanelli & Alec Sunners discuss other aspects important to your retirement besides financials.
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
This is probably not the first time you have heard us rave about how great a Health Savings Account is and most likely won’t be the last. But the truth is that most people who have a Health Savings Account…
In this video, Drew Tignanelli & Graham Ewing discuss what to do before the end of the year to reduce taxes in retirement.