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.
January 19, 2023
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.
January 16, 2023
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.
January 12, 2023
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.
January 6, 2023
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.
January 2, 2023
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.
December 29, 2022
Secure Act 2.0 (What Retirees Should Know)
In this video we discuss Secure Act 2.0 - a grand retirement bill set to pass that includes raising the RMD age for retirees.
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