Mar 31, 2023

As we move a little further away from 2022, we start to get a little more information and data on what a very weird year it turned out to be. So many different factors played into the negative results we saw in the market, and we watched people handle that volatile year in a variety of different ways. Let's take a look...

Mar 24, 2023

While it’s said that genius is a natural and innate ability, there are certain traits or habits possessed by geniuses that we can learn from. These qualities, when applied to financial planning, can help you make the most of your money while protecting yourself from future economic uncertainties.

Here are a few of...

Mar 17, 2023

Secure Act 2.0 is the most recent amendment to the Secure Act of 2019, and it promises to have a major impact on retirement planning. This new legislation contains a long list of provisions and changes, but we've identified a short list that will impact many people preparing for retirement.  In this episode, we'll take...

Mar 10, 2023

Is the end of social security near? Evidence suggests that, while it is not likely to disappear soon, its long-term outlook is uncertain. Social security benefits have been decreasing over time and are inadequately funded. So what will the future hold for this important piece of retirement income? We'll address that...

Mar 3, 2023

Retirement brings with it an exciting time of life, but also the challenge of figuring out how to make ends meet in retirement. Retirement income is an important factor in planning for retirement and there are many options available to ensure that retirees have the funds they need. From Social Security, pensions, and...