May 20, 2021
It's no secret that the cost of healthcare only continues to rise each year, but we need to be proactive and plan for these costs. That's why we decided to dedicate an entire episode to explain the common healthcare costs in retirement and why it's crucial to update your important documents like a will, or beneficiary...
May 6, 2021
Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice.
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