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.


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…


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.


How Much Do I Need to Retire?

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6 Keys To Create An Impactful Legacy