By: Judi Snyder CeFT®, CPRCDiscover the five key elements of a fulfilling retirement: spirituality, purpose, health, social connections, and money. Plan beyond finances for a joyful and secure second act of life.
By: Jeff SnyderThis blog explores how shifting your mindset, approach, and strategies can help you tackle key retirement risks, such as Tax Rate Risk, Income Risk, Longevity Risk, Inflation Risk, Sequence of Returns Risk, Market Risk, and Long-Term Care Risk.
By: Judi Snyder CeFT®, CPRCDon’t allow your holiday gatherings to end in anger, one of those visits will be the last time you see your loved one. Let go of anger, reconnect with the love in your heart and remember the positive things about your loved ones.
By: Jeff SnyderLearn how strategic tax decisions today can help you maximize your retirement savings, minimize tax burdens, and ensure a comfortable, worry-free retirement.