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.

How to Save on Taxes

Financial Tips for Baby Boomers

Secure Act

Claiming Social Security Benefits

Retirement Findings Survey

Demographic Transition

We Serve Baby Boomers & Retirees All Over The United States.



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