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Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 5:45:28 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Recently we had the opportunity to be a guest speaker at the Rightsizing for Life after 55 event at the Pennridge Community Center. The event was a wonderful success, bringing together top "rightsizing professionals" to guide participants through the essentials of downsizing their lifestyle for a fulfilling life after 55! From reverse mortgages to estate planning, tax insights to insurance options, this event covered it all! As financial advisors, we discussed crucial topics like retirement planning and legacy preservation, ensuring participants are equipped to make informed decisions for their future. Here are just a few questions we explored: Will I have enough to retire comfortably? How do I smoothly transition from earned income to retirement income? How should I adjust my investment strategy for retirement? What are the tax implications of retirement? How can I safeguard my loved ones from financial strain? Can I leave behind a meaningful legacy? If you missed out, don't worry! Reach out to us today for personalized guidance and support on your journey towards a prosperous and fulfilling retirement. Your future self will thank you! #RedtailFinancial Group #RetirementPlanning #LegacyBuilding #FinancialFreedom #CommunityEvents #BucksCounty #PerkasieEvents #TravelBucks #PennridgeCommunityCenter #EstatePlanning #LifeAfter55 #RetirementLiving #55andDoingFine See thrivent.com/social for additional information.

5/6/2024, 4:45:33 PM

Hey.. with all that’s going on, reminder we are on our last day of extended daylight.. and this pic taken a month ago is the last time i brushed my hair 🙄 #staysafe #turnclocksbacktonight #winteriscoming #55anddoingfine #socialdistancing #cabinfever #keepsane

4/4/2020, 7:18:36 AM