Important Ages in Retirement
What should you be planning for as you reach 50? What is the best age to take Social Security? Today, we are going to go over some key ages to ... Read more
5 Financial Biases to Avoid
What can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will ... Read more
What You Need to Know About Continuing Care Retirement Communities
Are you or someone you know considering living in a retirement community? What should you know ahead of time? What kind of costs might come with that?
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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
Preparing For Financial Storms
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
Use the 3rd & 4th Quarter to Get Your Finances Organized
The second half of the year can be a great time to evaluate your portfolio and take the necessary steps to get your finances organized. If you don’t know where ... Read more
Should New Technology Influence Your Investment Strategy?
From a man walking on the moon half a century ago to self-driving cars by the end of the year, technology is always changing. So should our investment strategy change ... Read more
“Fake News” Impacting Your Financial Life
The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What ... Read more