This week, Jackie and Monica discuss the busy tax season and how they're helping people become as tax efficient as possible.  They also talk about some of the biggest regrets that retirees have about money and what to do now to avoid those regrets.

This week, Jackie and Monica talk about Jackie's recent experience with the Tim Tebow Foundation and the impact it is making on special needs children around the world.  They also discuss the unique challenges that face retirees who move to Florida and how they can help them adjust.

This week, Jackie and Monica talk about some of the behind the scenes work they do on retirement plans.  Their goal is to build a plan that allows their clients to enjoy retirement without worrying about the nuts and bolts.

Jackie and Monica talk about how the decision to retire can have a big impact on individuals, both financially and emotionally.  They describe how they help retirees be successful by supporting them during those retirement years.

We continue to see all-time highs in the market, but is it sustainable for the rest of 2020?  Jackie and Monica share their thoughts on the markets, and how the SECURE Act will effect retirees and those approaching their retirement years.

Jackie and Monica discuss the implications of the SECURE Act that was recently passed for retirees.  They also talk about tax strategies and developing income in retirement.

Jackie and Monica discuss how they help clients find out the appropriate amount of risk they should be taking in their portfolio.  Also, Ed Slott's recommendations on Roth IRAs and Bob Barker's thoughts on a successful career and retirement.

Jackie and Monica discuss the difference between a financial planner and an advisor.  Plus, the #1 question about retirement and RMD strategies.

This week, Jackie and Monica discuss how to build your own income after you get your last paycheck, with a special focus on small business owners.

This week, Jackie and Monica review some options available in 401k plans that you might not know about, and why the end of the year is a great time to get started on planning for the future.