Blog
Do you have a plan to cover health expenses in retirement?
Wednesday, July 28, 2021
Health care maybe one expense that is mandatory in retirement. Do you have a plan on how to cover that major expense? If not maybe the link can provide you with some assistance. Should you like to discuss you situation in more detail,...
Read MoreTimeless Principles of Investing
Tuesday, July 13, 2021
Overtime there have principles that work in many industries. You might experience long-term financial goals by utilizing "Timeless Principles". Check out the attached link for concepts that might help you achieve your financial goals....
Read More5-Ways to Stay Confident in Retirement
Thursday, July 8, 2021
As you approach or journey through retirement there maybe important issue to keep an eye out for that might need to be addressed or might be a concern. Hopefully this information you will find helpful. Any questions, please give me a...
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Social Security Analyzer
Thursday, May 20, 2021
Social Security may play an important role in your retirement income. If you are interested in learning more about your Social Security benefit, attached is a link to one of partners, Nationwide. The Nationwide Social Security analyzer...
Read MoreRenter's don't pay property taxes - Really?
Wednesday, September 9, 2020
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent
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Social Security & Medicare Solvency
Monday, June 29, 2020
Social Security & Medicare Solvency Discussion
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Estate documents you need, because parenting doesn’t stop when they turn 18
Tuesday, June 23, 2020
Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always...
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