The Highlights & Lowlights – Wrapping Up 2020
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 happened?
Read MoreAs 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 happened?
Read MoreElection 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 years. Join us as we go through those and then discuss what we can be doing from a planning standpoint during all the uncertainty.
Read MoreWhat 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 the final quarter of 2020.
Read MoreIt’s been a busy year already and we aren’t even through February yet. Today we’ll address the top stories dominating the news right now – the Coronavirus, impeachment, and the election – and discuss whether these things will affect our retirement and planning in 2020.
Read MoreOn this first episode of the “Your Money & Your Life” podcast, we’ll get to know Don a bit better and find out how his background in the field has shaped his investing and holistic planning philosophies. After that, we’ll dive into our first topic. Don will help us unpack the key points of the new tax code, and we’ll learn how the upcoming election may affect both our future tax rates and our retirement accounts.
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