March 16, 2023
Bank Failures – What Retirees Should Know + What Now?
Silicon Valley Bank has gone under with Signature Bank following close behind. Today we will briefly discuss what is going on and what to do.
March 9, 2023
Maximizing your Roth IRA after you retire
How do you get the most out of that wonderful tax-free Roth IRA? Today we’re discussing 3 steps to optimize your Roth IRA as you approach and get into…
March 2, 2023
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.
February 27, 2023
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.
February 16, 2023
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.
February 13, 2023
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.
February 9, 2023
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.
February 6, 2023
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
February 2, 2023
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?
January 30, 2023
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.
January 26, 2023
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.
January 23, 2023
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.
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6 Keys To Create An Impactful Legacy