Risk Averse: Explaining The Buzzword
Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important b...
Plan Wise. Retire Free.
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About
Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.
Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples ofte...
Out Of Tune Retirement
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about...
Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door an...
Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks...
The Things That Don’t Matter… Until They Do
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they...
5 Things You Must Know About Decumulation
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it com...
Financial Planning In Today's Environment
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep ...
Do Retirees Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and per...
Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it… Contact: Website: https://...