There’s nothing quite like a Minnesota summer, but as July winds down and the nights start cooling off, a familiar thought creeps in for many retirees: what if I could hold onto this feeling year-round? A vacation home is an appealing idea, but is it a realistic one? There are several important factors
There’s something about the Fourth of July that puts me in a reflective mood. Between the fireworks and the festivities, I find myself thinking about what freedom actually means. Not just as a country, but as individuals. We celebrate freedom every year on the Fourth. But as our founding fathers knew, freedom doesn’t
Father’s Day felt a little different this year. In a few weeks, my son will be moving across the country to attend college. It has me thinking a lot about legacy. Not just the financial kind, but the wisdom and advice I can pass down before he’s on his own. My dad had
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
