Whether for a cause, an institution, or your family, leaving a legacy can be done. In some cases, your gift may even be able to be given during your own lifetime. Listen as Ron Courser discusses charity & leaving a legacy on this week’s episode of A Course To Retirement.

Whether for a cause, an institution, or your family, leaving a legacy can be done. In some cases, your gift may even be able to be given during your own lifetime. Listen as Ron Courser discusses charity &amp; leaving a legacy on this week’s episode of A Course To Retirement.

Ep 47 A Course To Retirement - Leaving a Legacy

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

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Ep 47 A Course To Retirement - Leaving a Legacy

Ep 47 A Course To Retirement - Leaving a Legacy