Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
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Managing Healthcare and Medicare Expenses in Retirement

We are pleased to share our 2015 webinar on what Baby Boomers need to know about Medicare and Long Term Care.  If you, or one of your friends or family…
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005 – Managing Health Care and Medicare Expenses in Retirement

In this episode, Managing Health Care and Medicare Expenses in Retirement, Rick and Cassie discuss the three key points you must know about Medicare and managing your health expenses. The…
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