Posts by angelicacomahig
Protecting Against Cybersecurity Threats
Cybersecurity threats are a major threat to your retirement planning. Thirty or more years ago, protecting against cybersecurity threats wasn’t an issue. Today, institutes are hacked, data is leaked, and…
Read MoreAugust 7, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More2023 IRMAA Update – Will You Have a Surcharge for Medicare Part B and D?
A major part of retirement planning is ensuring that you have the healthcare insurance necessary to go to the doctor for checkups, treatment, or injuries. Medicare is one way to…
Read MoreJuly 31, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreAndrew Opdyke – 2023 Mid-Year Economic Update
Andrew Opdyke, an economist for First Trust, was back on our most recent podcast. For those who don’t know, Andrew comes on our show about once a quarter to update…
Read MoreJuly 24, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreShould You Consider a Franchise as a Part of Your Retirement Plan?
Jon Ostenso was a special guest on our most recent podcast, and he had a wealth of information to discuss on owning a non-food franchise. If you’re considering a franchise…
Read MoreJuly 17, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreAnnuities or CDs – What You Should Consider
“Annuities or CDs?” is a question many folks are asking because interest rates on CDs are the best they’ve been in a long time. In this article, we’ll cover both…
Read MoreJuly 10, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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