Daily Archives: July 5, 2025

Financial Safari – Finding Certainty in Your Forever Plan

Financial Safari – Finding Certainty in Your Forever Plan

ATLANTA – A “Financial Plan” is one thing, but is your advisor working to set you up with a “Forever Plan” that combats inflation? Today on The Financial Safari, get some valuable tips on how to beat inflation for the long term so you can live a long, and comfortable retirement.More

Avoiding the IRMA Trap: Strategic Income Planning for Medicare

Avoiding the IRMA Trap: Strategic Income Planning for Medicare

There’s so few advisors out there that say they’re planners and say they’re retirement planners that don’t even realize they exist, and all of a sudden they trigger these big premiums for one, two, three years and the clients are like, “Why has this happened?”   And the advisors like, “I don’t know.”  That’s why you really got…More

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