Retirement Pathfinder with Barbara Lane & Phil Guske

← Retirement Pathfinder with Barbara Lane & Phil Guske2. Apr. · 4 Min.

When Your Will Isn’t Enough

When Your Will Isn’t Enough2. Apr.4 Min.

As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG

Find Out Your Tax Bill: https://whatismytaxbill.com/