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HOW MUCH CASH SHOULD YOU KEEP IN RETIREMENT? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Many retirees believe holding more cash is the safest way to protect their savings. However, keeping too much money on the sidelines can create a different kind of […]

MORE THAN A RIDE: HOW NEIGHBOR RIDE HELPS SENIORS STAY CONNECTED WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Bruce Fulton Executive Director Neighbor Ride Tessa Hall Media and Communications Specialist About This Episode Transportation is about more than getting from one place to another. For many older adults, […]

COULD YOUR WITHDRAWAL STRATEGY HURT YOUR RETIREMENT? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Could your retirement withdrawal strategy have a greater impact than your investment returns? In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with BWFA Financial Planner Tyler […]