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So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving forward. Throughout your retirement years there are some minor adjustments to make once your plan is in place, and we tackle them here. In this episode we talk about the best ways to PROTECT your assets. We will cover how to:
• Minimize taxes in retirement
• Know if you have the right insurance
• Take care of your loved ones upon passing
As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future....
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
Be honest…are you likely to either shrug them off or offer a skeptical eye? Conversely, hearing you are in danger and that person has...