Financial
How 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…
Read MoreMid-Year Tax Strategies You Should Consider
We recently sat down with one of our good friends Steven Jarvis CPA to discuss tax strategies everyone should be considering whether they’re currently in the middle of retirement planning…
Read More401k Versus IRA: Which is Better for Your Retirement?
If you’re saving for retirement, you’ll need to know the difference between a 401k versus IRA. You may even have both types of accounts. While trying to secure your retirement,…
Read MoreHow Do Required Minimum Distributions and QCDs Work?
Today we’re going to discuss two main, important aspects when trying to secure your retirement: RMDs and QCDs. But before we go any further, it’s important to define these acronyms…
Read MoreWhen is Cash Good?
“Cash is king” is a phrase that many people say. And while many people put their money into investments to grow, there are times when cash is a good asset…
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