Eterna Generational Planners

Mike had the opportunity to participate in the Great American Teach In at his sons school this week! The kids had so much fun learning about the importance of spending, giving, and saving! 💵 👨‍🏫

Once per month, Mike has the opportunity to take an afternoon to work on the business, instead of in the business. This is valuable time collaborating with a his study group and sharing industry insights that are so helpful to our clients.

This month, we were joined by Matt McDowell, Vice President and Field Consultant at Northwestern Mutual. This was a great opportunity to learn more about some very exciting planning capabilities that we will be able to offer to our clients in early 2025 as well as provide feedback to the company on ways that we can continue to make our client experiences better and more efficient.

Home - 1voicefoundation.org The CAUSE of the 1Voice Foundation is to support children with cancer and their families by connecting them with emotional and educational CARE while funding

Believe it or not, we are at that time of the year! Before life gets busier with upcoming holidays, reach out to schedule your review so you can ensure your financial plan was successful in 2024 and is ready for even better 2025!

If you know anyone who would enjoy a similar conversation, please connect us in an email to [email protected] 

Your 2024 Year-End Financial Checklist From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

To all of our friends and families in Florida, please let us know if there is anything we can do for you. We hope you and your families stay safe during Hurricane Milton 🙏 ❤️ 🌀

I had the opportunity to be interviewed about some strategic uses of annuities. While annuities might not be right for everyone, they can be a powerful tool for some!

A Look At Real-Life Annuity Solutions In some instances, annuities can be the perfect retirement-planning solution.

We are heartbroken by the images of utter destruction across the bay area. We hope all of our families, friends and clients are as safe as possible. We look forward to seeing the resilience of Tampa Bay as we begin to get everything back in order. 💔 🙏

We hope all of our clients, friends and colleagues stay safe during hurricane Helene! 🌀 🙏

This week, we hosted a private bourbon tasting. The Horse Solider brand has such an amazing story that goes beyond great bourbon. Thank you to our guests for helping make this a memorable night! 🥃 🇺🇸

We’re bringing you a somber but important topic today. Your debts don’t necessarily disappear when you die. We can help you plan ahead so the process is easier for your loved ones.

What Happens to Debt When You Die? When someone with debt dies, the assets they owned will usually be used to pay off that debt. Learn more about what happens to debt when you die.

If you’ve got RMDs in your near future and need help seeing how they’ll impact your savings in the long and short term, please reach out.

Required Minimum Distributions: 7 Things You Should Know It’s important to understand the withdrawals you will have to make from most of your retirement plans. Knowing what to expect can help you plan ahead.