Retirement Planning Is Harder Than It Used To Be

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning.

By |2024-05-02T14:05:27+00:00May 2nd, 2024|Podcasts|0 Comments

Rethinking Your Survivor Benefit Options with Dave Befort

Many of the FedEx and UPS pilots still have a pension and they often ask what to do about the survivor benefits. Many of them are inclined to lean towards the 50% survivor benefit, but that’s not typically the best option.

By |2023-09-27T20:28:23+00:00September 28th, 2023|Podcasts|Comments Off on Rethinking Your Survivor Benefit Options with Dave Befort
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