Why Invest in Stocks When Bond Yields Are Higher?

Bonds are yielding worthwhile interest rates. Should you take the comfortable return of a treasury bond instead of taking risk in stocks?


Avoid These 5 Pitfalls When Transferring Your Wealth to Your Kids

You’ve passed along an inheritance to your children. However, many people mess this part up. Avoid these 5 mistakes.


Individual Bonds vs Bond Funds – Which is Better for Retirees?

Should you buy individual bonds or a bond mutual fund? Here are some pros and cons of each option so you can make an informed decision.


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. We discuss the pros and cons and highlight three "must-do's" to consider.


3 Things You Shouldn’t Stress Over in Retirement

There are many things a retiree can worry about in retirement. In this video, we discuss 3 things to avoid stressing over in retirement.


How is Social Security Taxed? 3 Solutions to Save Taxes

How is Social Security taxed? Today, we’ll discuss how social security is taxed and 3 solutions to save taxes.


The Secret to a Fulfilling Retirement (Retire With Purpose)

Having a retirement with purpose and meaning by being more generous. Four ideas for a fulfilling retirement.


economic chaos

Am I doing it right? Money Management in an Uncertain World

Going into 2023, many people are asking this same question, "Am I doing it right?" That is, are they managing their money right? Because like parenting, you…


Gifting Money to Children Without Paying Tax (Annual Gift Tax Exclusion 2023)

In this video, we discuss gifting strategies to avoid taxes utilizing the annual gift tax exclusion and lifetime estate tax exclusion amount.


The Truth About When You Can (AND SHOULD) Stop Saving for Retirement

In this video, we discuss when you should call it quits and start spending your hard-earned money in retirement.


Annual Investment Market Review 2022

Take a look at our annual investment market review 2022. Download our free PDF.


Fourth Quarter 2022 Investment Market Review

Take a look at our fourth quarter 2022 Investment Market Review. Download our free PDF.


Is your family set up to succeed or fail?

9 out of 10 traditional inheritance plans will fail… That’s 90 percent — and most of them in the first generation.

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy