How To Invest When the Stock Market Seems Scary

How To Invest When the Stock Market Seems Scary. Today we discuss three reasons to have confidence in the future.


How much cash should you have in retirement?

How much cash should you have in retirement? The purpose of cash, the amount of cash, and where cash is parked, are all important factors.


Should you rollover your 401(k) to an IRA?

Should you rollover your 401k or other retirement plans to an IRA when you retire or leave your job? We discuss the pros and cons to consider.


Fair Tax Act: Should you change your tax strategy?

We’ll discuss how the Fair Tax could work, some planning ideas you’ll want to keep in mind, and the key tax planning takeaway.


Investing During a Recession – What Should Retirees Do?

Investing During a Recession can be stressful and difficult to navigate - In this video, we discuss 3 things retirees can do.


The 3 Things You’ll Wish You Knew Before Retiring

Many people believe that retirement is a time of leisure and no stress. However, there are three things you’ll wish you knew before retiring


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.


How Much Do I Need to Retire?

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy