Today’s Wisdom: Today it’s all about the mailbag on the podcast and we’re answering nine different questions ranging from life … Read More
Are These Financial Items Overrated or Underrated?
Today’s Wisdom: When it comes to evaluating products and items in the financial world, there’s a lot of good and … Read More
What You Need to Know About the SECURE Act
Today’s Wisdom: The SECURE Act officially took effect when calendars turned to 2020 and it will create significant changes for … Read More
Are You Sabotaging Your Own Retirement?
Today’s Wisdom: With as many things in life that aren’t within our control, why wouldn’t we at least take care … Read More
Weekly Economic Update 12-16-19
The new year is right around the corner. Adjustments will be made in 2020 and some of those have to … Read More
Busting the Biggest Financial Myths
Today’s Wisdom: There are common beliefs in the financial world that we all tend to take as absolute facts. The … Read More
Life Insurance Mistakes You Need to Avoid
Today’s Wisdom: If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash … Read More
Financial Planning Should Change As You Prepare for Retirement
Today’s Wisdom: You probably already know that financial planning comes in all different types of investments, but did you know … Read More
Claiming Social Security Benefits: What You May Not Know
CLICK TO READ THIS ARTICLE ON FORBES.COM On August 14, 1935, President Franklin D. Roosevelt signed the Social Security Act … Read More
Weekly Economic Update 7-8-19
I hope you and your family had a wonderful holiday weekend! A few weeks ago, Kara Sundlun and I talked … Read More
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