Why Retirement Can Be a Dangerous Time; You Need More Than a Pile of Money to Be Successful

Getting your finances squared away is only one part of preparing for retirement — mental preparation is also crucial.  So many Americans are not financially ready for retirement, but even when they do have the money for it, they may not be mentally prepared.

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Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th.  During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well.  Please check back for updates