After 5 years of leading retirement seminars, these events have taken on a new format. Listen to Shon and Steve discuss the evolution of the seminars, the reasons behind the changes, and what the future holds.
Many people have questions on how much income they will have when they retire. Listen to Shon and Steve talk about the importance of knowing the 3 avenues that generate income and how to create stability in retirement.
We have been fielding a lot of questions from our clients about how the new tax law will effect their financial plan.
Listen to Shon and Steve discuss strategies for 2018 and one practical tax strategy they are particularly excited about.