Safeguarding Your Retirement: Protect Your Assets from a Long-Term Care Event

We all want to age well and live a long life. And we all want a retirement plan that can sustain our lifestyle and carry us through our retirement years. But with longevity comes unique financial challenges that extend beyond income and assets.

On February 21st we were joined by a long-term care specialist to talk about health, lifestyle, family, and how to protect your assets and safeguard your retirement from an unexpected long-term care event.

Watch the recording here

2022 Holiday Celebration

On December 2, 2022 we celebrated the closing of another year and the beginning of a new chapter for John. Over 60 guests enjoyed, food, drinks, music, and competed in several rounds of trivia. What a wonderful evening celebrating the season and honoring John as he enters retirement!

Healthy Retirement: How to Navigate Medicare & Private Insurance