4 10, 2017

Healthy Wealth

October 4th, 2017|Uncategorized|0 Comments

30 08, 2017

Attentative Investing

August 30th, 2017|Uncategorized|0 Comments

By DEBRA SEPHTON Q: Can I reduce taxes on my retirement earnings? A: Taxes are a significant concern during retirement but they don’t have to be. We’ve shown clients how to grow their retirement tax-deferred and when properly structured, withdraw these funds as a non-taxable source of lifetime income. Income which may last for generations [...]

3 11, 2015

6 Reasons to Stay in Your Current Home During Retirement

November 3rd, 2015|Uncategorized|0 Comments

The typical retirement dream involves riding off into the sunbelt, golf clubs and beach umbrella in hand. However, the reality is that the majority of retirees never leave home. Most people opt to age in place, or if they do move, they find a smaller house near their old neighborhood. Only about 7 percent of [...]