Sep 18, 2020
Have you heard of the "A" word when it comes to financial planning? ANNUITY! What is it? Can it help you? Can it hurt you? How do you know if an annuity is for you?
As Cape Cod's Retirement Income Specialist, Steve uses his more than 3 decades of experience to create a solid income plan for you where you DON'T run...
Sep 4, 2020
Yes, all money is green but did you know you have to assign it a purpose/color?
Steve explains the different colors of money that you need, what they mean and why you need it. Find out what part of your money is red, green, and blue.
If you understand your money and how it works, you retire with confidence. First,...