The NEW-ness of it ALL

Out with the old and in with the new!

Have you noticed that we’ve updated the radio show? We have a NEW photo, NEW name (literally) and a NEW emphasis on retirement planning. Why?

Because of the real-life stories we hear from clients every day. Long gone are the days of passive retirement planning. Today, you must be deliberate about not only your investment decisions (including RMDs), but other factors like Social Security if you want to maintain a certain lifestyle during the (estimated) last third of your life.

When you add up longevity, historically low interest rates, changes in healthcare and the unpredictability of interpersonal relationships – you can’t afford not to plan.

Join us today as we look at the NEW-ness of it all!