Mark discusses the complexities of navigating retirement, focusing on social security benefits and the importance of estate planning. With more individuals reaching retirement age than ever before, understanding when to claim social security can significantly impact financial stability.

The conversation also delves into the emotional aspects of estate planning, including the challenges of passing down possessions and values to future generations. Mark emphasizes the need for advanced planning and intergenerational discussions to ensure that both financial and non-financial legacies are preserved and honored.

Are You Ready to Embrace Your Golden Years? Schedule an Appointment