Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
Ep 60: Annuities 101
There’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial plan.
Ep 59: A Message To Good Savers
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
Ep 57: Retirement Planning is Harder Than it Looks
As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.
Asset Allocation
Asset Allocation One important [...]
April 2022 Market Brief
April 2022 Market Brief: Each [...]
Baseball Investment Strategies
Baseball Investment Strategies With [...]
Mailbox Money
Mailbox Money As we [...]
Transfer on Death (TOD)
While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio. And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.
Health and Wealth Are Connected
Health and Wealth Are Connected [...]
