Empowering Your Financial Journey

Explore professional insights, retirement guides, and tax strategies tailored to support every stage of your financial journey. Our curated resources aim to empower you with the knowledge and tools needed to make confident, informed decisions.

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Discover resources to guide your financial journey. Watch educational shows on retirement and tax strategies, read up-to-date blog insights, download free financial planning guides, register for events with our advisors, or explore tools in our shop. Each resource is crafted to help you build a secure, confident financial future.

Tune in to this weekly TV show as Bill Smith and Robin Swoboda discuss the most pressing concerns of retirees and offer valuable solutions.

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Gain knowledge and more confidence to navigate retirement planning with this weekly video series featuring expert insights and practical strategies.

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Are You Saving Too Much for Retirement?

By Coley Neel

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The Realities of Life in Your First Year of Retirement

By Coley Neel

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3 Common Mistakes That Haunt Retirees—and How to Avoid Them

By Coley Neel

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What’s the Difference Between Tax Preparation and Tax Planning?

By Coley Neel

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Will a Recession Rob Your Retirement?
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How to Hire the Right Financial Advisor
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See All Events
Beyond Money Management
January 7, 2025
Dinner Seminar
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Beyond Money Management
January 7, 2025
Dinner Seminar
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Retirement Tune-Up: Plan Well and Prosper in Retirement
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Knock Out Your Retirement Income Worries Forever
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