Bringing three dimensional planning to life through our weekly radio show and podcast.

Layering Your Retirement Income With Tax Efficiency In Mind…

There are a lot of ways to help minimize taxes. When working with our clients, we talk with them about creating balance. Saving taxes is important now, but many times, people forget about saving taxes in the future too. How much will this mean for them later on?

Five Retirement Landmines: Avoiding These Can Help You Get Where You Want To Be!

In today’s world, with so many factors in play there are things you have to be careful of when investing.  Now of course, you can’t avoid all of these landmines, but you need to be aware of what they are, and steps you can take to minimize, and in some cases, eliminate those dangers.

Simple, Common mistakes you want to make sure not to do.

On today’s show, we are going to spend the bulk of it talking about something that is very important. Insuring you know where your financial assets are going after you are no longer here. I know we have talked about it in the past, but today, we are going to dive into estate planning blunders and how you can avoid making the simple and common mistakes that people make when it comes to their money.

We are also excited to introduce an new segment “Money In The News”.  Getting you everything financially newsworthy to be armed at the water cooler.

Think Total Return