Sep 29, 2023

The topic of Social Security comes up all the time in our office, especially when it comes to its future. Is it heading towards bankruptcy as some suggest, or is this an alarmist notion blown out of proportion? To answer these questions and more, Certified Financial Planner® Heath Grossman joined the podcast to offer...

Sep 22, 2023

The world of Social Security benefits can be complex, particularly when it comes to understanding the taxation associated with these benefits. In this episode, we’re going to tell you how we’d get to the answer and give you a better idea of how much taxation will impact your benefits in retirement.

Here’s...

Sep 15, 2023

We want to be as efficient as possible with our retirement accounts to give us the best chance to grow our money and provide the income we need for retirement. That’s why many people ask about rollovers and whether it makes sense to do that with their 401k. Let’s talk about who might and might not benefit from a...

Sep 8, 2023

Most people are familiar with target date funds, although they might not necessarily know them by that name. Your 401k plan might have a different name for it like a lifecycle fund, but regardless of what it’s called, it continues to be a popular investment choice. Let’s talk today about whether target date funds...

Sep 1, 2023

In the fast-paced world we live in today, financial planning has never been more critical. It plays a significant role in helping us manage our resources, meet our financial goals, and secure our future. This importance becomes even more apparent when it comes to women, given their longer life expectancy and unique...