Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual basis. Call or visit our website to schedule your free, no-obligation consultation, and find out how much you could save today....
Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Jeff will walk you through what that means. Plus, we discuss some basic rules to follow that will make your retirement years much more enjoyable. Finally, how much are tickets to the...
New legislation passed late last year called the “SECURE Act 2.0”. It could have a big impact on your retirement planning and it’s not all bad news. Jeff will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and...
Do you know all the risks you should consider when planning for retirement? That’s a key question to ask yourself as Jeff continues looking at different aspects of a Smart Retirement Plan. We also discuss Smart Safe and Smart Tax strategies. Plus, there’s some...
On this week’s show, it’s all about being smart with your retirement plan. Jeff breaks it down to the basics as he discusses what a Smart Retirement Plan is, and goes through its first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Jeff talks...
Jeff looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. We also take a look at how inflation has affected the 12 Days of Christmas. Is your money safe and...
