Health Insurance Options Before Age 65
December 13, 2021 No Comments
Searching for health insurance options before age 65 is challenging. One way to keep from being overwhelmed with all of your options is to start
Tax Reduction Strategies for Retirement Webinar
September 8, 2021 No Comments
When Andy and Brenna virtually walked into my office, they proudly declared that they hadn’t paid income taxes in 5 years during their retirement. Unfortunately,
A real life example on how to pass investing lessons to your grandchildren
August 30, 2021 No Comments
My wife and I were fortunate enough to recently receive some savings bonds from my wife’s 95-year-old grandfather. The oldest of the savings bonds was
Why I Founded Optimum Retirement Planning
May 19, 2021 No Comments
Today, I launched Optimum Retirement Planning LLC [ORP]. At ORP, I specialize in helping those close to or in retirement navigate the financial complexities of
