Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.
8 Ponzi Scheme Red Flags Retirees Should Never Ignore
8 Ponzi Scheme Red Flags Retirees Should Never Ignore Confessions of a Financial Advisor When you’re wearing rose-colored glasses, all red flags just look like flags. I recently sat down…
Sip Into Retirement: A Coffee & Tea Experience
Thank you to everyone who joined us for our lifestyle class, Sip Into Retirement! This special event was centered around the art of pouring the perfect cup while exploring the…
May Events Along the Gulf Coast
May Events Along the Gulf Coast Local Events from Pensacola to the Eastern Shore May is one of the best months to enjoy life along the Gulf Coast. The weather…
A Smarter Retirement Giving Strategy That Actually Makes an Impact
Are You Giving the Wrong Way in Retirement? Confessions of a Financial Advisor The Moment That Changed How I See Generosity My wife Natasha and I had just finished a wonderful three-day drive…
April Events Along the Gulf Coast
April Events Along the Gulf Coast Local Events from Pensacola to the Eastern Shore April is one of the most beautiful times of the year along the Gulf Coast. The…
Is a Roth Conversion Worth It After Age 60? 10 Reasons Retirees Should Consider It
Is a Roth Conversion Worth It After Age 60? Confessions of a Financial Advisor A Discovery Visit That Raised an Important Question Jennifer and Darren came in for a discovery visit. …
Trump Accounts for Children: Opportunity or Just Another Savings Account?
Trump Accounts for Children: Opportunity or Just Another Savings Account? Confessions of a Financial Advisor A new type of investment account for children has launch this year, and it’s already…
Spring Events Along the Gulf Coast
Spring Events Along the Gulf Coast Local Events in Pensacola, Navarre, Fairhope & Baldwin County Spring is one of the most beautiful times of year along the Gulf Coast. The…
Which Account Should I Spend First in Retirement? The Smart Withdrawal Order Most Retirees Miss
Which Account Should I Spend First in Retirement? The Smart Withdrawal Order Most Retirees Miss Confessions of a Financial Advisor Which Account Should You Spend First in Retirement? One of the…
Late Winter Along the Gulf Coast
Late Winter Along the Gulf Coast Events to Enjoy from February to early March As winter begins to soften along the Gulf Coast, February and early March bring a refreshing…
Should Retirees Buy Gold? 5 Reasons to Think Twice Before You Do
Should Retirees Buy Gold? 5 Reasons to Think Twice Before You Do Confessions of a Financial Advisor The Client Who Bought $100,000 in Gold When Emotion Overrides Logic Sam came in for…
December Delights: Holiday Events & New Year’s Fun from Pensacola to the Eastern Shore
December Delights: Holiday Events & New Year’s Fun from Pensacola to the Eastern Shore As the year winds down, the Gulf Coast comes alive with twinkling lights, festive traditions, and…
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