We’re still in countdown mode after watching the ball drop in Times Square on New Year’s Eve. Today, Dean Barber and Bud Kasper, CFP®, AIF® are going to count down our top five financial planning considerations.

Retirement Plan Checklist: https://bit.ly/41X4YSW

Financial Planning Tool: https://bit.ly/47pzLJ2

Meet with Us: https://bit.ly/3U2pAqC

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc 

Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g 

4 Big Tax Mistakes Retirees need to Avoid: https://youtu.be/eTJV5UF9j4Q 

5 Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo