Dana and Brad discuss the importance of a mid-year check-up for your retirement plan as well retirement planning tips. Takeaways: - Brad recently finished writing his first book, if you are interested in receiving a complimentary copy you can call our office at 812-474-6200. - Not only is it important to have an estate plan, but you need to update it whenever there are any substantial changes to your current situation. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
