Safe Money Partners: Tammy’s Story

Do you follow the herd with your retirement benefits? Set and forget? Jeffrey Mohlman recently met with a potential client about their retirement planning. At the time, the client was interested but couldn’t commit. Fast forward, the potential client was diagnosed with cancer. They called Jeff and Jeff asked them what their 403b plan, their retirement benefits offered them. They replied nothing. Shouldn’t your benefits actually have a benefit for you? Find out how.