Senior couple checking bills and calculating expenses using a calculator at home, debt taxes and home budget concept, worried married elderly couple

Minimizing Expenses

Feb 25, 2025

Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.

  • If you want to retire early, building a retirement plan can potentially help you save on insurance costs until you can get on Medicare.
  • A retirement planner can help you optimize your Social Security, Taxes, and so much more.
  • Download our FREE helpful resource, “The Value of an Objective Opinion”
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

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The Value of an Objective Opinion

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