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What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

Jake Buckwalter
Nov 30, 20233 min read


The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

John-Mark Young
Oct 4, 20236 min read


LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

John-Mark Young
Jun 11, 20235 min read


YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

John-Mark Young
Jun 4, 20235 min read
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