How to Transition your Finances After you Retire

How to Transition your Finances After you Retire

by | Aug 6, 2024 | Videos

Navigating what your finances will look like in retirement can be overwhelming. If you’ve wondered if you’ll outlive your money, watch this video to see how we can help: When approaching retirement, a common fear among many people is outliving their money. One way we...
Are You Prepared to Age at Home?

Are You Prepared to Age at Home?

by | Jul 2, 2024 | Videos

 As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs. When you think about getting older do you imagine...
Meet Skyler

Meet Skyler

by | May 22, 2024 | Videos

Skyler’s Journey to Becoming a Third-Generation Financial Advisor Michael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
SECURE Act 2.0

SECURE Act 2.0

by | Apr 10, 2024 | Videos

Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of:  The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years.  We can’t...
Have the Talk Before It’s Too Late

Have the Talk Before It’s Too Late

by | Jan 11, 2024 | Videos

Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...