Financial
Why Savvy Savers Should Spend More in Retirement – Part 2
If you missed Part 1 of this series, we recommend that you either read through our blog post here or listen to the podcast here. Continuing on with Part 2…
Read MoreWhy Savvy Savers Should Spend More in Retirement
You’ve saved well enough to secure and enjoy your retirement. Today, you’re going to hear two financial advisors (us) say something that you never thought you would hear: spend more…
Read MoreDo You Have All Your Eggs in One Basket in Retirement?
Diversification is a conversation that you should have to avoid risks in retirement. You’ll hear the term of having, or not having, “all your eggs in one basket.” Clients even…
Read More2024 1st Quarter Economic Update for Retirement
Every three or four months, we have the privilege of having economist Andrew Opdyke on our show. He’s back to help us make sense of the economy ahead because, as…
Read MoreSequence of Returns – How It Could Affect Your Retirement Plan
Sequence of returns is how long your money will last in retirement. If you’ve been reading our blog or a Secure Your Retirement podcast listener for any length of time,…
Read MoreNavigating Tax Withholding – A Guide for Retirees
Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…
Read MoreInvesting in Uncertain Times – Election Edition
It’s that time that comes around every four years – presidential elections. There is one question that inevitably pops up: does the presidential election impact the stock market? Retirement planning…
Read MoreTips For Gifting and Loaning Money to Children
You’ve done well in retirement planning and you’re living a good life. You may have plans to leave money to your heirs, and many of our clients want to learn…
Read MoreHarnessing the Power of Step-Up in Basis
Step-up in basis is something that the average person only needs to deal with once or twice in their lifetime. If you’re not sure what this means or how it…
Read MoreClosing the Gap Strategies for Coping with Medicare’s Doughnut Hole
Shawn Southard, our in-house Medicare specialist, joined us on our latest podcast to discuss Medicare’s Doughnut Hole. If you don’t know what this means or how it relates to you,…
Read More