What makes someone more comfortable in retirement? Studies show four things: guaranteed income, little debt, a clear spend-down strategy and employer-provided assistance. All of this takes a little planning over time with trusted advisors. Lucky you, because we have two in the NEW studio today! Dennis and Heidi will guide you through the planning process and how to face money mindsets that could be holding you back. Dennis will speak specifically on IRA planning for special needs beneficiaries.

Teamwork makes the dream work, and we are here for it!

Perhaps we’ve been overemphasizing COVID-19 stats, but it’s difficult to look at the numbers without becoming concerned. So much has shifted over the last year and a half, and most of it is out of our control. Our intention is to hold out hope for you. We want you to feel empowered and adapt as needed.

That being said, today we are going to focus on the positive side of the pandemic. The downtime allowed for a lot of reflection and bought some folks time to make necessary changes. We are going to share what those are and give you a few tips for transition. As we all know, the only constant is change!