Continuing our series on retirement planning, we’ve already covered why retirement planning should begin with a vision – not just a number. Once you’ve clarified
So far in our retirement planning series, we’ve covered how to create a vision for your retirement and put numbers to that vision. You now have
My last post centered around starting retirement planning with a vision, not a number. It’s tempting to jump straight into the math. But before you
Most people start planning for retirement by asking, “How much do I need?”That’s a fair question. But if you’re like the thoughtful, intentional clients I
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
6821 Southpoint Drive N
Suite 118
Jacksonville, FL 32216
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 112
Roswell, GA 30075