Financial
IRMAA Medicare Surcharges
Medicare Part B and D have something called the IRMAA Medicare surcharges. When retirement planning, it’s crucial to consider the impact that the additional costs will have when trying to…
Read MoreThe GPS Retirement System
The concept of GPS – the same way you get from point A to point B on a road trip – is something we believe can be used to secure…
Read MoreBeneficiary Designations – What You Need to Know
Beneficiary designations are so important. You’ve set up accounts for estate and retirement planning, paid your dues, and you want to be sure that the right person is left these…
Read MorePeace of Mind Wealth Management Process
Our Peace of Mind retirement process can be a little overwhelming for some, so we decided to make the process a little less intimidating for you. We’re going to walk…
Read MoreHow Do “I Bonds” Work?
On our Secure Your Retirement podcast, we’ve been having a lot of people ask about something that is all over the news: I Bonds. With the traditional bond market doing…
Read MoreFrugal is Not a Bad Word
Jen Smith of The Frugal Friends podcast was kind enough to sit down with us and discuss something that a lot of people are afraid to say: “They’re frugal.” But…
Read MoreHow Does Medicare Work?
Medicare is such an essential part of retirement planning because you can save for your retirement, but there’s often no way to cover 100% of your medical expenses out of…
Read MoreSecure My Retirement Podcast: Where Is My Episode?
People lose a lot of things. One of the things that people lose a lot of is information. Open up your smartphone, and you’ll be bombarded with info from multiple…
Read MoreCybersecurity 101: How to Secure Your Financial Accounts, Phone and Email
Are you trying to secure your retirement? If so, a lot of clients we have are majorly concerned about cybersecurity. In an instant, a hacker can get into your bank…
Read MoreHow to Plan for Inflation in Retirement
Inflation is something everyone is dealing with right now. However, we focus on retirement planning. We want to help ease the minds of those trying to secure their retirement or…
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