As you wrap your gifts and prepare for the ball drop, we wrap up 2020 by reviewing the highlights and lowlights that happened this year. Can you believe all that’s ... Read more
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some ... Read more
From COVID numbers to the stock market, we’ve had a lot of volatility this year. What should we do now with our financial planning before the year is over?
Election Day is behind us but the results for this year’s vote are still unclear. As unusual as the 2020 election has been, there are some surprising parallels to previous ... Read more
The federal government recently announced an increase to Social Security benefits for 2021 but it also came with an increase in Medicare premiums. On this episode, we’ll tell you what ... Read more
What are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800-pound gorilla in the room as we head into ... Read more
Have you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell you why and explain interest ... Read more
As summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate these past few months. Let’s ... Read more
Are you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough conditions when the forecast gets ... Read more
Have you made a big splurge recently? How have your finances shifted in the past several months during the pandemic? Today we’ll talk about how spending has changed as our ... Read more
Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the inevitable of one spouse passing ... Read more
Don recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar it is to the testing ... Read more
We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk through traditional and Roth IRAs ... Read more
With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have from that when mapping out ... Read more
We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk to Don about how clients ... Read more
As we transition into a new routine and daily life, the economy continues to struggle. What has the Fed done? And will it be enough to help our economy?
As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how he’s dealing with the quarantine, ... Read more
Have you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to coronavirus and its impact? We’ll ... Read more
The coronavirus struck quickly across the country and it caused a rapid sell off in the market that has many people worried. How bad will this be? What can you ... Read more
Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.