Santa makes a list - and checks it twice - when he delivers presents for the Christmas season. Why not do the same for a retirement plan? Today Mindy and Nolan help prepare that list and what should go on it, including plans for income, covering taxes, health care and leaving a legacy.
Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.