1. Review your income or portfolio strategy: Are you reaching a milestone in your life such as retirement or a change in your circumstances? Has your tolerance for taking risk changed? If so, this may be just the right time to evaluate your approach.
This year, we’ve hosted nine Breakfast with Us events! That’s nine different guest speakers, eight different TVAMP hosts (Burt Peake is an over achiever!), at five different locations, and an unbelievable amount of coffee served!
They may have heard about what a Health Savings Account can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65. You may want to look at this option yourself.
. The three partners are committed to investing in themselves and TVAMP so they can continue to enhance the value they deliver through their holistic approach to helping clients pursue their goals and aspirations.