Many of us intend to meet life’s milestones with our financial goals in place. While navigating the 2nd half of life brings changes to our financial needs, it is important to have a comprehensive financial and legal plan designed to minimize risk, protect assets and provide for potential long-term care needs.
Join Brian Andrew Tully, Esq., as he and his guest Paul Adamo, CPA of Professional Wealth Associates, discuss how Social Security, Income Taxation and Medicaid factor into designing a successful financial plan.
