Jay says his black eye is not related to this episode’s lead story.  And are you ready to retire – financially AND emotionally?  Either way, be sure to take some vacation time – your company may even pay you to do so.  Coinbase goes public and be careful of recurring charitable contributions.

Author: Brett Fry

Brett rejoined Forteris Wealth Management in 2020 and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.