Individual Bonds vs Bond Funds – Which is Better for Retirees?
Should you buy individual bonds or a bond mutual fund? Here…
Moving to a Continuing Care Retirement Community – How to Know If It’s Right For You?
Making a move to a retirement community is a big decision.…
How is Social Security Taxed? 3 Solutions to Save Taxes
How is Social Security taxed? Today, we’ll discuss how…
The Secret to a Fulfilling Retirement (Retire With Purpose)
Having a retirement with purpose and meaning by being more…
Am I doing it right? Money Management in an Uncertain World
Going into 2023, many people are asking this same question,…
Gifting Money to Children Without Paying Tax (Annual Gift Tax Exclusion 2023)
In this video, we discuss gifting strategies to avoid taxes…
The Truth About When You Can (AND SHOULD) Stop Saving for Retirement
In this video, we discuss when you should call it quits and…
Fourth Quarter 2022 Investment Market Review
Take a look at our fourth quarter 2022 Investment Market…