groundhog day

Successful Retirement Planning Is Like The Movie “Groundhog Day”

In celebration of the holiday this week, we thought we’d have a little fun and see what the movie “Groundhog Day,” starring Bill Murray and Andy MacDowell, can teach us about successful retirement planning. Throughout this conversation, we’ll draw parallels between the movie’s themes and financial planning, sharing six important lessons to help guide you to financial success.

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Threats, Traps, and Tips for Tax Season

Tax season is officially here for 2023 and while many of us will slowly ease into it, now is the time to start thinking about what you need to accomplish over the next few months. In this episode, Don is going to help you prepare for tax season by explaining the key documents that you’ll…

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