asset protection, estate, estate planning, life coach, long term care, money, monthly budget, pension, retirement income, retirement savings, self-employed

Withdraw a net $75,000 per year from $1 million earning 7.5% in a 0% tax bracket

July 26, 2014 — 0 Comments

estate, estate planning, Menu, money, monthly budget, retirement income, retirement savings, tax free savings 8-13%, wealth

Making your retirement plan what you wish for

July 14, 2014 — 1 Comment

pension, retirement income, retirement savings

Retirement planning for doctors and health care pros

June 1, 2014 — 1 Comment

college plans, estate, Finance, Financial Planning 101, long term care, monthly budget, pension, retirement income, retirement savings, self-employed

Doctors, carehome owners and caregivers are some of my clients

May 30, 2014 — 2 Comments

long term care, money, monthly budget, peace, pension, retirement income, retirement savings

Earn $5000 per month for 40 years tax free with health benefits

May 26, 2014 — 2 Comments