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 Aug. 13, 2020Episode 40: Dollar Cost Averaging vs. Lump Sum Investing listen & read more Aug. 5, 2020Episode 39: Q&A on the U.S. Coin Shortage, 2020 Elections, Taxes & more! listen & read more Jul. 22, 2020Episode 38: Smart Women, Smart Wealth (Part 4) Security & Dream Baskets listen & read more Jul. 8, 2020Episode 37: Smart Women, Smart Wealth (Part 3) The Retirement Baskets listen & read more« Previous1…7891011…18Next » schedule a meeting attend a retirement seminar