Navigating Required Minimum Distributions (RMDs) can feel overwhelming, but it doesn’t have to be. Join us for a 37 minute webinar where we’ll break down everything you need to know about RMDs. Learn when RMDs apply, how they’re calculated, and the potential impact on your retirement savings. We’ll also cover common mistakes to avoid and strategies to manage your withdrawals effectively to minimize taxes and keep your retirement plan on track.
Did you know that you have an invisible number that floats over your head all day? That number is your Peace Index and whether you know it or not, that number influences how you interact with the world and people around you throughout your day. The good news is this: If you understand what that number is and how it works, you can control it instead of it controlling you. Are you ready to unlock the power of the Peace Index
Do you worry about unforeseen medical expenses that could impact your family? Are you concerned about the quality of care you or your loved ones might receive in the future? You're not alone. These are common concerns that many of us share. The good news is, there's a way to address these worries head-on.
Your Social Security benefits are more than just numbers — they can often be a lifeline in making your retirement income stream stand the test of time. Join our CEO and Founder, Casey Weade, as he provides guidance on how to maximize your benefits so you can make the most informed decisions about your financial future.
Learn how to put more hard-earned dollars back in your pocket. We will explore the basics of tax planning, plus strategies you can implement today.
During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.