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Don understands that finance can often be an intimidating and opaque subject. He strives to provide reassurance and clarity and has a talent for translating complicated concepts and making them easy to understand and apply. In addition to discussing the dollars, cents, and sense of creating a sustainable retirement plan Don stresses strategic thinking and thoughtful decision-making. Life, work, and retirement planning is a continuous stream of decisions having an impact, good or bad on the next. Don helps clients understand and strategize every aspect of retirement -including some issues that may not have occurred to you. Don's approach is much more in-depth than simple planning. His approach is about creating a strategic battle plan. Because you are in a battle with hundreds of opportunities to lose your money- taxes, market fluctuation, inflation, bad decisions, and advice, to name a few. Working with Don is a force multiplier that can shield you from mistakes make sure your money continues to be there, and work as hard for you as you did to get it.


People frequently assume Medicare will cover most or all of their healthcare expenses in retirement. In reality, the program only covers a fraction of these often staggering costs. This article explains what to expect and how to avoid letting the cost of healthcare derail your financial future once you retire...
Anytime someone mentions long-term care, the costs seem astronomical. Is it your imagination? No. Just a decade ago, costs of in-home, assisted living and nursing home care were rising at a rate of 5% to 8% annually. Since the pandemic, however, increases have gotten much worse...