Patrick Speaks

Dec 8, 2021

• Why tax qualification and tax diversification matters when looking to retire
• The often forgotten business partner in retirement
• The 5 areas of planning that we believe are important to a successful retirement

Nov 2, 2021

HERE ARE THE LIFE EVENTS DISCUSSED:

• Widowhood
• Divorce
• Longevity

Oct 22, 2021

• Do you AND your spouse have a budget that details all of your income and expenses?
  • How will these change upon the passing of your spouse?
• Are all of your legal documents up to date?
• When does life insurance make sense to consider?
• How can you qualify for state or federal assistance with any care needed?
  • What about...

Oct 15, 2021

HERE ARE SOME OF THOSE CONSIDERATIONS SHARED:

• What is the opportunity cost of paying off the loan early?
• When does it make sense to refinance instead?
• How could this potentially impact any future insurance claims?