Month: April 2023

Investing Habits of Retirees Exposed

One of the toughest parts of Revenue Planning for our pre-retiree and retired personal customers is all of the presumptions that need to be made to construct the plan. As an example – exactly how will spending change post-retirement from…

Saving Cash on Prescription Medicines

Below are some tips that you can make use of right away to start conserving cash on your prescription drugs. Tip # 1 – Use a discount prescription medicine card. There are numerous cards to select from that will vary…