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Retire Right with Complete Financial Advice

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Why Baby Boomers Need to Consider Life Care Management — with Guest, Dan Goldberg Thumbnail

Why Baby Boomers Need to Consider Life Care Management — with Guest, Dan Goldberg

While I don’t enjoy the morbid nature of end-of-life care, I do feel having a concrete and well-developed plan for your future involves more than just making sure there is money in the bank. As the baby boomer generation continues to age, services such as Dan’s IKOR will become increasingly important. I encourage all my clients to think forward and prepare themselves in the best way possible for whatever the future may bring.

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Giving Back - The Adam Gaynes Foundation Thumbnail

Giving Back - The Adam Gaynes Foundation

Recently, I was fortunate enough to sit down with my longtime friend, David Gaynes, to discuss the Adam Gaynes Foundation. The foundation was started by David as a legacy to his son, Adam, the namesake, to support children who suffered from brain and spinal tumors. To learn more, read this post and/or visit their website http://www.chillinwithadam.org/

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The proper way to retire your home Thumbnail

The proper way to retire your home

Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire. Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage?

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Larry Heller, Not Your Average Advisor.

 

A CFP® (Certified Financial Planner) and a former CPA.

Has helped solve complex financial planning for 20+ yrs.

Member of Wealth Management Think Tank.

A financial advisor think tank that meets monthly to discuss investment strategies and planning opportunities.

Larry is approached regularly by the respected journals.

“Journal of Financial Planning”, and “The Wall Street Journal”.