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Jan 28, 2022

We’ve talked about the importance of reducing risk and developing income in retirement. An article in Smart Asset suggests that annuities, not bonds is a better way to do both. They also talk about the psychological benefit of having dependable income gives the retiree the license to spend and enjoy...

Jan 14, 2022

 Kevin talks about his 6 pillars for a successful retirement and how he can help you create the retirement you've dreamed about. The good news Kevin can help you with this process because everything is under one roof!

1) Income Planning

2)Assent Planning

3)Tax Planning

4)Healthcare Planning

5)Legacy Planning


Jan 7, 2022

Kiplinger’s surveyed hundreds of retirees and near-retirees to ask them about their biggest financial fears.  Kevin talks about the big disconnect with 71% admit they need help with 29% of Americans are working with an advisor.