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Weekly Published Article

Our weekly published article is on a relevant, important and timely topic in the retirement, tax, investment and/or estate planning arena. The goal of the weekly article is to educate and inform the reader of information that will have an impact on their pre-retirement, retirement and estate planning. We then use this specific topic each week and expand on it on our weekly radio show, called The Retirement Money Matters Show.

If you would like to receive our weekly article via email, please let us know and we will send it to you each week.


Think You Are Retirement Smart? Let's See  - February 12th, 2017

I have been a retirement and estate planning specialist for a long time now.  In my career, I have been very fortunate to have met and developed valuable relationships with some very smart people.  In fact, I am extremely fortunate to have many intelligent people as clients.  To my surprise though, at some point most of these people have made some very silly retirement planning mistakes.  When researching why, it came down to three main reasons: complexity, constant change and bad information.

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