I am a 51 year old retired public school principal, currently working as the CEO of a nonprofit. I have a state pension and a small amount saved in a 403b and Roth. I'm married with 4 kids two are still in college, living in a condo I purchased with the help of a HELOC.
I have never sought the help of a Financial Planner and your videos have me realizing how unprepared I am for the tax implications of retirement. Thank you!
- Doug K