Posts Tagged ‘planning for retirement’
Retirement Planning Considerations to Begin in 2023
The new year is the perfect time to set your retirement planning goals. If you are nearing retirement or just entered it, there are a lot of considerations going into…
Read MoreJanuary 3, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreDecember 27, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreLooking Back – Taxes – Retirement Planning – Annuities
In our last podcast of 2022, we wanted to look back at the past year and help you find some of the great resources that we provided. We’re going to…
Read MoreDecember 19, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreMAGI Versus AGI – What is the Difference?
Adjusted gross income (AGI) and modified adjusted gross income (MAGI) are two important parts of a tax return, but many people don’t understand the key differences between the two. Our…
Read MoreDecember 12, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow is the Economy Doing Right Now?
Going into December of 2022, we can say that the year has been boring, to say the least. Inflation is high, the stock market has been on a rollercoaster ride,…
Read MoreDecember 5, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreFixed Annuities – Best Rates in Over a Decade
Interest rates are rising, and while this is a concern in many areas, it’s a major driver of fixed annuities. We’re in the best environment for fixed annuities in the…
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