Ep 63: Common Retiree Housing Questions
With the state of the housing market and rising interest rates a lot of retirees have questions about their house and how it fits into their overall retirement plan.
Read MoreEstate Planning
Ep 55: Sorting Out What’s Important About Legacy Planning
Most people realize that it’s usually best to have an estate planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation.
Read More