I recently had a client whose aunt had just passed away. The aunt wanted to pass down her house to her niece, my client. The niece moved into the home and thought it was a great blessing that her closest…
Why are we facing a huge retirement shortfall? In this short video of a recent educational seminar, financial guru Jason Matthews discusses why we’re facing a retirement shortfall as a nation, from misleading unemployment stats to bankrupt pensions, Social Security’s…
I’m always looking for ways to get to know you better, as well as offer education, guidance, and advice that will improve the state of your finances and make it easier to retire. For that reason, I came up with…
