Webinars Hello everyone! We are excited to share that we will be hosting a few webinars each month to keep clients up to date on what is going on in the market, what we foresee happening in the future, and more. We will spend time answering some of our most frequently asked questions in each webinar as well.You can visit this page to sign up for any upcoming webinars and view replays of past webinars!Future Webinars:Medicare BasicsOctober 14, 2021 at 12:00 NoonIn preparation for Medicare's Annual Enrollment period (October 15 through December 7), we will be reviewing the basics of Medicare including:Medicare Parts A and BPrescription Drug CoverageYour options for insuring your Medicare costs (Medicare Supplement vs. Medicare Advantage)What changes you can make each year during Open EnrollmentClick Here to RegisterTax Reduction StrategiesNovember 11, 2021 at 12:00 NoonClick Here to Register Retirement Income: Planning for Success In this webinar, we discuss the essential parts of building a retirement plan that can weather the test of time: Investment Returns Social Security OptimizationInflation StrategiesYour MortgageLongevity ConsiderationsEstate Planning How to Efficiently Transfer Wealth: Estate Planning 101 In this webinar, we discussed how to transfer wealth to your heirs while: Saving lawyer fees ($$$) Saving time ($$$) Saving taxes ($$$) And most importantly, making things easy on your loved ones. Inflation Causes, Consequences, and Strategies Inflation has been a hot topic in the news lately - and for good reason! In this webinar we will discuss what inflation means for you and how you can protect yourself in a high-inflation economy. Replay: Retirement Income Planning: How to Maximize Social Security Benefits In this Webinar, we explore two of the main foundations of retirement: Social Security and Medicare. We discuss when to start taking Social Security, strategies for couples, and how to supplement Social Security to meet your income needs. Additionally, we talk briefly about Medicare benefits, costs, and coverage options. Replay: Market Update and Online Access Tour 5/13/2021 In our first ever live webinar, Bob discusses his analysis of the financial markets and current economy and also introduces the Personal Financial Website, where you can view your accounts online!