End of Year Financial Checklist + Market Update
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
Evaluating the End of the Year 2020
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?
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How This Election Compares to Previous Years
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
Planning for Social Security Benefit Changes
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
Coronavirus Market Update
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
Coronavirus, Impeachment, & the Election – How News Might Affect Our Retirement
It’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 ... Read more
Recent Headlines: Last Month’s Volatility & Brexit
Major US stock indexes fell more than 6% in May, so we’ll take a quick look back at last month and discuss what brought about these changes. And to ... Read more