5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years.

Take a look at the attached article to start creating your retirement vision. The article contains helpful questions to help you get started such as, “What surprises does life have in store for you?”

We are here if you have any questions about retirement planning. We are happy to help you determine a retirement plan that works best for your lifestyle.

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We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...

Key Financial Data 2024

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If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...