Jim Kruzan

Tools for thoughtful planning and informed decision-making, guiding you to honor and fulfill the wishes of our aging loved ones with dignity and respect.

Get ready to learn how to make the most of your contributions and amplify your impact. #NCRetirementCenter

the importance of charitable giving, the joy it brings, and how One Warm Coat is driving nationwide impact sharing warmth one coat at a time. #charity

Episode’s end, you’ll realize why planning your retirement cash flows is crucial before these milestones creep up on you! #NCRetirementCenter

Unravels the intricacies of Medicare and paves the path for a more simplified Medicare experience. #retirement #Medicare

Explores the world of 529 plans and how they can help fund your child’s education while prioritizing your retirement savings. #college #save

A compelling case for Health Savings Accounts, especially when 401k plans have long been hailed as the go-to option for retirement. #retire

In a world where wealth seems synonymous with exclusivity, it’s time to shatter the misconception that wealth management is reserved.

With small changes over time, it may be possible to significantly improve your retirement experience and achieve a bigger, bolder retirement!