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 Nov. 10, 2021Episode 60: 8 Things to Know When Choosing a Medicare Plan listen & read more Oct. 21, 2021Episode 59: A Quick Discussion on Generations & Millennial Wealth listen & read more Sep. 28, 2021Episode 58: Q&A- A Little Bit of Tax Planning, Roth Conversions, & Medicare listen & read more Aug. 24, 2021Episode 57: Tax Planning Strategies, Part 4: HSA’s and Understanding the QBI Deduction listen & read more« Previous123456…18Next » schedule a meeting attend a retirement seminar