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
