Helpful Tips
10 Myths about Social Security
The following transcript has been automatically generated and is being provided as a matter of convenience: hi i’m john davis i’m a cff i’m a financial planner i focus on retirement and estate planning now my clients are people who are nearing retirement and those who are already retired now one thing i’ve learned over …
Top 3 Anxiety Inducing Social Security Myths of 2019
Don’t let these 3 common myths create unwanted anxiety in your Retirement!
Long-Term Care Planning Steps
You either have a loved one facing a long-term care situation or want to preserve your legacy and have it go to your family rather than a nursing home. There is a lot to figure out. How likely are you to actually need Long-Term Care? How much does Long-Term Care normally cost? What is the …
Retirement Planning Tips for the Type A Personality
We’re not going to sugar coat it… setting aside time, gathering documents, and thinking about how to plan for the next 30 years of your life can feel messy and disruptive. But, knowing that you’ll have created a better future for your family makes the process well worth it. Stepping into, and feeling comfortable in …
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Retirement Research: How to Know When you Know Enough
There are so many ways to research your retirement plan. Between magazines, the internet, and seminars, there’s no shortage of information and inspiration. You have the latest trends, market recommendations and tips from planners all at your fingertips. It’s normal to do some research, but too much can hurt you, as things become confusing, and …
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