Money Matters with Deb & LaurieWhat's Plan "B" ?
Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve ou…117 clip(s)
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This conversation delves into the complexities of retirement planning, focusing on the importance of early preparation, the impending wealth transfer from baby boomers, tax strategies for managing retirement income, and the nuances of social security timing. The hosts emphasize the need for proactive financial planning to avoid common pitfalls and ensure a secure financial future.
Reach out to Deb and Laurie at 800-932-5010 or
