- That dreaded “R” word and it’s not “Recession”
- You’re most likely up 170% over the last 10 years
- Our Tax Map puts more money in your pocket, less in Uncle Sam’s
- Do NOT wait until you’re 72 to take money out of the IRA
- Widow’s and Kiddo’s tax - their higher earning rates could be a big hit
- We’re the sheep dogs, the financial advisors are the wolves
- Our flat-fee approach vs. their 1-2% certainty off the top
- We make your retirement exciting by making your planning boring
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