Jeff GreenfeldMar 71 minFollowMe™ Health Plan Follows You Into RetirementFollowMe is a great option for those people losing their health and dental plans heading into retirement.
Jeff GreenfeldSep 20, 20234 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldApr 4, 20231 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldJan 9, 20233 min10 Reasons to Rethink Joint Tenancy With Your ChildrenAre you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!