by Lindsey Burda | Dec 10, 2024 | Mindset
For clients approaching retirement, one of their biggest concerns is how they’ll generate income once they stop working. The Income Mindset is about developing a sustainable retirement income plan that aligns with clients’ long-term goals and lifestyle expectations....
by Lindsey Burda | Dec 10, 2024 | Mindset
The Wellness Mindset is about making intentional choices that support both mental and physical health as part of a comprehensive financial plan. When clients maintain their well-being, they’re better equipped to enjoy their retirement and avoid costly healthcare...
