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Jan 27, 2020

AARP recently published a study with some upsetting numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! Considering that and the new SECURE Act becoming law, George explains how he helped a client create a tax-free income strategy for when he...

Jan 20, 2020

Overall your investments probably did pretty in 2019, but what’s coming this year? George explains how to plan for the “what if” for 2020 and beyond. Plus how soon to be and current retirees should approach having an emergency fund.