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Thomas Picardy CFP®

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4829 East Beltline Ave NE, Ste 7c
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

Helpful Content

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.