Financial
How to Avoid Scams – Practical Tips for Preventing Fraud
Scams are a major concern for everyone. Every day, people are falling victim to scams. Occasionally, a client of ours will contact the office because their data has been breached. …
Read MoreForm 5498 Demystified – Essential Tax Information
Our in-house tax guru, Taylor Wolverton, CFP®, EA, sat down with us on this week’s podcast to help explain the ins and outs of Form 5498. Just a few days…
Read MoreUnderstanding Annuitization Versus Deferred Annuities
When planning for retirement, many clients ask us about annuitization and how it compares to deferred annuities. This topic often causes confusion, so we aim to clarify the differences and…
Read MoreWhat’s The Difference Between FDIC and SIPC?
We aim to address topics on the Secure Your Retirement podcast that people have asked us about. Recently, we’ve been receiving questions about whether the funds in Schwab, Fidelity, etc.,…
Read MoreTurning 65 in Retirement – What To Do for Medicare
If you’re ready for Medicare and turning 65, there are a lot of complex topics that you must think about. In our latest episode of Secure Your Retirement, we had…
Read MoreDownsizing In Retirement
Nick Hymanson, CFP® from our office, joined us this week on our latest podcast, where we talked about something many people overlook in their retirement planning: downsizing. Nick often meets…
Read MoreWhy 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…
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