RetirementSavvy

Posts Tagged: legacy

The following is a guest post from Rich M. Groff II, a third generation Certified Financial Planner and entrepreneur. Although he has worked with people from all walks of life, he has focused his practice primarily around high income and high net worth professionals. Groff prides himself in assembling the best financial team to address and… Read Article →

The following is a guest post from Patrick Renn, author of Finding Your Money’s Greater Purpose. Patrick has been a Certified Financial PlannerTM for more than 35 years and holds a bachelor’s degree from in business administration from Villanova University and an MBA from Loyola College; and he is the past president of the Georgia Special Olympics. Patrick has… Read Article →

Planning a PURPOSEFUL LIFE: Secrets of Longevity Hardcover: 194 pages Publisher: Book Publishers Network (2017) Author Jeannette Bajalia is President and Founder of Woman’s Worth, LLC, specializing in estate and financial planning for individuals age 50 plus. In reading for pleasure or reading to learn, one characteristic that pulls me inside of a book is the… Read Article →

The following is a guest post from Jaime Cowper, president of Unity Financial Advisors, and an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisory Firm. A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone?… Read Article →

Last week I moved my son (Aaron) into his own space. Although being active in The Junior Reserve Officers’ Training Corps (JROTC) throughout middle and high school, he entered the workforce instead of the armed forces after graduation. He is twenty years old; witty, charismatic and technically gifted. He has a great job working in a… Read Article →

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