Financial ServicesTax PlanningOur TeamAttend an EventResourcesEducational VideosPodcastsPublicationsWhat’s Your Risk NumberMedicareClient LoginE Money WebsiteCharles Schwab LoginFidelity LoginSchedule A Meeting The Fiscal Blue Printwith coach Jeff Montgomery Subscribe Sep. 25, 2019Episode 24: The Rebalancing Act! listen & read more Sep. 3, 2019Episode 23: Health Care Before Medicare- Medi-Share Programs listen & read more Aug. 20, 2019Episode 22: Healthcare before Medicare- The Affordable Care Act listen & read more Aug. 15, 2019Episode 21: Healthcare Before Medicare listen & read more« Previous1…1112131415…18Next » schedule a meeting attend a retirement seminar