1. Military Heritage Museum, in Punta Gorda – to honor all who served, from the Revolutionary War through modern conflicts and across all five military branches, the Museum utilizes multiple methods to educate its visitors on the heritage aspects of US military history…
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Is the investment held in a tax-deferred retirement plan or an annuity?
Have your Medicare plan costs and/or health care costs recently increased or are you paying for coverage that you don’t use?
The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized.
Who you choose as a beneficiary of your retirement accounts, and how you designate each beneficiary, can have a significant impact on your family. Properly designating beneficiaries as part of your retirement planning process can help you contribute to the financial...
Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...
Are you financially secure (e.g., adequate emergency fund, no high-interest debt, adequate insurance, financially solvent, etc.)?
Over the past two decades there has been an explosion of supportive housing alternatives, and the options are no longer limited to a choice between staying at home or moving to a nursing home.
IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status.
Are you are looking for a financial partner to help you organize, strategize, and execute the myriad decisions you face in your personal situation?
Schedule some time with us to talk and see if we’re a good fit for each other.