The accumulation years are the easy years…if any years are really easy years. And frankly, that is when you need to start thinking and become proactive about your retirement years. Here are some things to consider.

Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare.

Everything is so expensive! Can you still afford to retire? The risk that inflation puts on your retirement is real. The longer you ignore it or procrastinate planning for it, the less options you will have to fight it.

Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.

Money is never really about building more money – even when greed is involved. It’s about the utility of that money. We look at it for what it is instead of what it is for.

With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?

Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!

Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement?

Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.