There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Join our adviser Rob Fezekas as he reviews this list to ensure that you are prepared for the upcoming year.

Now is the time to start planning for health care expenses in retirement. Join our founder Chuck Vickery to find out what you need to do to obtain the coverage you need and protect against rising costs.

When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Our founder Chuck Vickery shows you how to get the most out of it.

Long-term care planning is an essential piece of your retirement plan. Join us as we explain why, and offer steps for you to begin putting this piece of your wealth plan in place.

Join us for an engaging seminar presented by an experienced estate planning attorney, Neel Shah with Shah Total Planning. In this informative session, you'll learn essential estate planning concepts such as wills, trusts, power of attorney, and healthcare directives, enabling you to make informed decisions to protect your assets and ensure your wishes are fulfilled. Don't miss this opportunity to gain valuable insights into securing your future and providing for your loved ones!

Plan for Multi-Generational Wealth Growth and Tax Reduction

Join our founder Chuck Vickery as he explains the best way to chart a path to retirement income streams.

We may not be able to control inflation, gas prices, or the stock market, but we can definitely control our behavior, which is one of the most important factors in our portfolio's success. We all are prone to what feels like a laundry list of less-than-ideal investment behaviors: confirmation bias, framing issues, overconfidence. Learn how failing to acknowledge that we sometimes want more than money from our investments can lead to costly mistakes.

Tax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Join our President & CEO Deanne Rosso for tips and tricks on saving taxes and freeing up more resources for your retirement.