Turning 73 soon? Here’s a wish no one makes when blowing out the candles on their cake: paying a 25% penalty on a portion of their hard-earned retirement accounts.
We can help you reduce the risk of this happening—no birthday wish required!
Read MoreRetirement does not operate on account balances; it runs on cash flow. Bills are paid monthly, groceries are bought weekly, and travel plans do not adjust themselves based on market performance. What ultimately matters is whether your financial plan produces reliable cash flow to support the life you want to live.
Read MoreHere are three things to address in the few years before retirement to help with the timing decision and transition.
Read MoreThis year marks a significant milestone – our 25th anniversary!
Read MoreAre you a lawyer looking to retire and need help with an exit plan?
Read MoreHere is why it is important to choose wisely when selecting Original Medicare or a Medicare Advantage plan.
Read MoreThere are some changes Part D subscribers will see beginning in 2025.
Read MoreTop 10 list for graduates as they transition to financial independence.
Read MoreWhat are the biggest worries of a Gen X Woman?
Read MoreWhat advice would you give to your younger self?
Read MoreWhat information will your loved ones need to know if you’re no longer here?
Read MoreLifestyle creep is like being on a cash flow hamster wheel.
Read MoreWe are a women-owned firm delivering financial planning, investment management, & tax services.
3500 DePauw Boulevard,
Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268
317.872.5090
855.872.5090 Toll Free
317.872.5095 Fax
