Gary Garland discusses an 81-year-old waitress getting an unexpected six-figure gift and the things to watch for in any financial windfall. And he talks about the impact on small businesses, as thousands of Baby Boomers exit the workforce daily. Gary explains how an advisor can help as both money and retirement planning become more complicated and how handling these things on one’s own can be very costly.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to the next First Friday in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on May 2nd . They also have educational dinner seminars on May 13th and 15th. Call the office or email info@iwfamily.com to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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