by Bill Ulivieri | Apr 20, 2017 | Newsletter Blog
Here are my interview notes from today’s interview with John Harper host of the Relevant Radio Morning Air Show. https://relevantradio.com/programs/morning-air Jesus was like us in all things but sin…and taxes and how it relates to retirement. Here is a good...
by Bill Ulivieri | May 22, 2015 | Newsletter Blog
I had a client meeting last week with a couple heading into retirement. The husband turns 60 this year and was offered an early retirement package by his company. He could choose between a “lump sum” retirement distribution or receive a $2,300 check every...
