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DECEMBER 3, 2019

Startup Team

Listen on the road with the Dollar Otter Podcast

episode 9 (2).png
Discussing the Numbers

Retirement Planning

Whether you are living on a fixed income or not, many retirees are discovering they are outliving their money. 

Discover how to build a financial plan that will keep you from overspending and depleting your nest egg.

US government building

Changes to Retirement Plans

Last week, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 to revamp changes in retirement plans.  Although the Senate still needs to approve, this change may help households save more money.

Happy Family in the Park


Every household has different financial situations.  While there is no magic formula or creative math to help everyone never outlive their retirement funding, discover these tips and strategies to refine your financial plan and potential changing life needs.


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