Fiduciary, Financial Advisor | Chartered Financial Consultant (ChFC®)
Topics of Expertise:
Taxes and Retirement. Taxable, Tax Deferred and Tax Free. Do you have all three sources? Social Security and Taxes. How does social security impact your tax bill in retirement? Will it even be there? Retirement income planning. Effectively shift from accumulation to distribution at exactly the right time. How to become your own source of financing to fund investments and large purchases. How to become your own pension and retire with a guaranteed, increasing, monthly payc […]