Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021...
This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some...
Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are...
Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It...