Afraid you can’t afford to retire? Will you stay ahead of inflation and not outlive your money? Concerned about the stock market? We will help answer these questions along with discussing social security, how to convert a 401(k) plan to an income stream you won’t outlive, ways to help minimize your taxes in retirement and options to help protect your investments from market fluctuation. An expert in medicare and social security will be assisting with this portion of the series. 

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Even everyday folks need an estate plan.  A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted.  Whether your assets are worth thousands or hundreds of thousands, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments, and personal belongings to your loved ones and/or charitable organizations. An estate planning attorney will be assisting with this portion of the series.