
What makes a good state to retire? What is the weather like? What about taxes? What about cost of living? What about health care? What about social issues?
Aug 10, 2020
12 min

Need tax deferral, guaranteed income, or protection The need to understand your options Learn about new strategies The real scoop about buying/owning an annuity
Aug 10, 2020
16 min

Health – Staying active, eating healthy and being conscious are key! Wealth – Having a written financial plan is key, implement a strategy and relay on a specialist. Fulfillment – Figure out what a fulfilled retirement looks like and find a way to achieve it.
Jul 16, 2020
17 min

Income planning and understanding your withdrwawal rate Planning for Social Security, Medicare and Long-Term Care Required Minimum Distribution, avoiding IRS penalties, the new RMD rules and CARES Act Estate & Legacy planning, which documents you need (and why), gifting, avoiding probate, wills vs. trusts and more.
Jul 9, 2020
14 min

Your Health During and After the Pandemic Highlights of the CARES Act Upside Capture & Downside Protection This is a time to be opportunistic & NOT pessimistic
May 7, 2020
46 min

Richard Alley story – the impact a financial advisor has and doing the right thing SECURE Act and the impact of the change IRAs benefit
Apr 2, 2020
12 min

Kelly Campbell’s story & Why Health, Wealth Fulfillment Financial Plan and the importance Health, Wealth & Fulfillment
Mar 3, 2020
13 min
