Why spend another moment wondering about your financial future?

Hear what we have to say.

Coronavirus & Money Questions 2020, News 13, 04/02/20

Charitable Contributions and Your Taxes, Dec 28, 2019

Turkey Talk 2019, Nov 25, 2019

Medicare Open Enrollment 2019 | WKMG | 10.15.19

Financial Cramming for College 2019 | WKCF | 8.19.19

4 Ways to Pay Off Debt, 2.4.19

Financial Dates/Holiday Hangover Combo 2019, WKCF (CW18), 1.11.19

Holiday Scams 2018, My News 13, 12.24.18

Medicare 10.17.18

Bankruptcy & Older Americans Interview 8.14.18

Make-A-Will Month 2018, WKMG, 8.31.18

News 6 Interview 8.6.18

Visiting Angels with Steve Robles

Medicare with Mike Levinson

Qualified Charitable Distributions with Danielle Elliot

AMD Care Management with Angie Dimura

Waterman Village with Jeff Bassett

Tune in to

“Simplifying Retirement”

Tuesdays at 12 noon


“Rob Newton Resource Show”

Fridays at 12:05p.m.

on WQBQ AM 1410

Saturdays at 8am

on 660 AM and 105.5 FM


Read our book

Have you Ever Been Bitten by an Elephant?

This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees.

100% of the proceeds of the sale of the book on Amazon are going to The Villages Honor Flight.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a visit today or register to attend a seminar.

Or give us a call at 352.633.9046