Financial
A Teenager’s Guide to Achieving Financial Freedom
Recently, we were able to sit down and speak with Dan Sheeks to discuss a topic that many of our podcast listeners and blog readers are interested in teaching financial…
Read MoreWhat To Consider About Long-Term Care
What To Consider About Long-Term Care Long-term care and retirement planning work together to ensure that when you secure your retirement, you’ve also accounted for the possibility of landing in…
Read MoreRetirement Before Medicare
Medicare begins at age 65 for people in the United States, so if you enter early retirement before this threshold, you’ll be retiring before Medicare. Most people that come to…
Read MoreHow To Create an Estate Plan Without the Stress
Retirement planning is what we do on a daily basis, but there’s one thing we come across frequently that astounds us: people with millions of dollars in assets don’t have…
Read MoreHow to Have Peace of Mind During Troubled Times
Omicron is here, and it’s a variant that has taken over the news lately. Dealing with bad news means learning how to have peace of mind during troubled times for…
Read MoreTax Planning for Retirement
One of the things we deal with routinely for people retiring or already in retirement is concerns about taxes. People are very worried about their taxes. After all, you’ve worked…
Read MoreFederal Reserve, Inflation and the Economy
We’ve seen a lot of headlines lately, as we’re sure you have, about the federal reserve, inflation and the economy. At the time of our podcast and writing this, Jerome…
Read MoreConsiderations for Charitable Giving
If you have a charity that you’re passionate about or just want to give back, there are a lot of considerations for charitable giving that need your time and attention.…
Read MoreShould I Consider an Annuity In My Financial Plan?
Are you considering an annuity? Does an annuity fit into your financial plan? These are the questions that we’re going to answer today so that you can secure your retirement…
Read MoreThe Market Is High. Should I Sell?
When you invest money in the stock market, there’s an emotional attachment that people have. You’ve saved diligently to build up your retirement and invest, and no one wants to…
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