We help people eliminate debt and reduce taxation which results in an increase in spendable income.  The cookie cutter formula for a Retirement Plan provides us with a comfort level in our prime earning years, but it leaves several questions unanswered, and those questions rise to the surface the closer we get to retirement.  Points to address:

* The Balanced Portfolio

* The SECURE ACT: IRAs and Taxation

* SDIC and Debt Elimination