Retirement can be unsettling for those who have relied on a steady income stream their entire life and have packed away their money into a retirement account month after month. We encourage Baby Booomers and those looking ahead to retirement to increase their knowledge in the areas of tax and how they can navigate some of the “government gotchas” as we call them. Check out the articles below and expand your knowledge. For more information please don’t hesitate to contact our Lake Mary, Florida office at 1-800-825-1766 or 407-478-1599.
We Serve Boomers & Retirees All Over The Unites States.
We have an efficient supported process to meet online as we have been doing for over 20 years. Our online meetings are private with restricted access and confidentiality. We never share our meeting link with anyone who’s not a part of the meeting.