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August 26, 2022
The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies
This week we continue our smart retirement plan discussion by explaining some tax strategies to consider when building your financial plan. Listen to this...
August 19, 2022
The Smart Retirement Plan: Balancing Risk For Your Financial Well-Being
Ford Stokes continues his discussion of The Smart Retirement plan by diving into Smart Safe, Smart Risk and Smart Tax Strategies. Is your money...
August 12, 2022
The Smart Retirement Plan
Ford Stokes discusses the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart retirement...
August 05, 2022
A Financial Check-up for a Healthier Retirement
Ford explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with...
July 29, 2022
Smart Investing Strategies for Saving Money on Taxes
Ford and Sam discuss tax-efficient investing strategies, inflation and how you could be better prepared for your future in retirement. Would you like to...
May 14, 2022
How to Outlast an Economic Downturn with Your Retirement Plan
It’s essential not to make emotional decisions during a time of economic volatility. The key to a successful retirement is sticking to a tested...