Learn about these important topics: Investment Pitfalls and controlling taxes in retirement How to help minimize risk and volatility When to take Social Security and maximize those benefits Creating an income stream you can't outlive How to develop an income plan Questions to ask an advisor Plus, learn how the current state of the economy …

Albuquerque College Course – Retirement & Investing: What You Need to Know Read More »

Important Dinner Topics: INFLATION REALITY: With just 4% inflation, a person who needs $5,000/month today will need $10,956/month in 20 years! Strategies you can use today for this long term issue! YOUR WEALTH AND COVID: Retirement income and investment strategies for TODAY'S Economy in a Coronavirus world. TAX-EFFICIENT STRATEGIES: Why taxes may be the biggest …

Georgetown Workshop – “Inflation and Taxes” Read More »

Important Dinner Topics: INFLATION REALITY: With just 4% inflation, a person who needs $5,000/month today will need $10,956/month in 20 years! Strategies you can use today for this long term issue! YOUR WEALTH AND COVID: Retirement income and investment strategies for TODAY'S Economy in a Coronavirus world. TAX-EFFICIENT STRATEGIES: Why taxes may be the biggest …

Georgetown Workshop – “Inflation and Taxes” Read More »