May 16, 2019
Discussion about common myths on paying taxes after retirement. Myths about taking out social security too early. And myths regarding what is really in your Will.
May 9, 2019
Conversations regarding Roth IRAs, inherited assets, college debt and savings, pension funds, and differences in gender and investing.
May 2, 2019
Conversations regarding allocations, quarterly rebalancing, liquidity, risk tolerance, asset indexes, and missed RMD's.