Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
As with many people planning for retirement, its' likely that you've got a lot of the right things, but they may not be in exactly the right place. Brian talks about a very simple step you can take to optimize your investments as you build your retirement portfolio.
Read MoreThe Stretch IRA has been a useful financial planning tool for many years. But new legislation making its way through Congress might cause its demise (see the SECURE Act). We'll ask Brian Doe about the implications of the legislation and why you might need to be concerned if you haven't taken the proper steps to guard against this new development.
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