Tag Archive for: 403b retirement

Navigating Long-Term Financial Planning [Episode 48]

Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk to discuss investing and retirement with attorney-CPA Joe Cordell and cohost Susan Arthur. He explains the importance of building an estate plan and looking long-term.

Retirement Living Decisions [Episode 32]

Attorney-CPA Joe Cordell and Susan Arthur discuss decision factors that come into play when determining where to live during your retirement years.

Ensuring You Thrive In Retirement [Episode 6]

With careful planning and smart strategies, it’s possible to have plenty of happy and fruitful retirement years. Mark Werner, wealth manager for the Carillon Group, gives tips to ensure you thrive in your retirement years.