More Cash From Retirement
When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.
Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.
Selling a Business
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.