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 Feb. 2, 2022Episode 64: Tax Planning & the Death of a Spouse- Part 1 listen & read more Jan. 25, 2022Episode 63: Alphabet Soup – QCD’s & IRA’s listen & read more Dec. 30, 2021Episode 62: The Investor’s Dilemma listen & read more Nov. 23, 2021Episode 61: Retirement Age Confusion! listen & read more« Previous12345…18Next » schedule a meeting attend a retirement seminar