Inheritance Insights - January 31, 2026

Join Brad Ford and Dana for honest, practical conversations about retirement and personal finance. We tackle real questions—like “Am I okay? Will my money last?”—and guide you through budgeting, Social Security, tax strategies, and planning for life’s uncertainties. Our goal is to provide support, organization, and expert advice so you feel confident about your financial future. Whether you’re just starting or updating your plan, we help simplify the process and empower you to live the retirement you’ve dreamed of.To setup a meeting go to https://vineyardfinancial.com/schedule-a-meeting/ or if you would like to get a copy of Brad Fords book go to https://vineyardfinancial.com/books-and-guides/Advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.