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Do you have lingering questions about financial planning, tax planning, estate planning, retirement planning or Long-Term Care solutions? Then you're in the right place!


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Financial Terms & Housing Questions In Retirement Thumbnail

Financial Terms & Housing Questions In Retirement
Retirement

There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know in today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with its Alpha and Beta ratings to determine how much stock you should buy.

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What They’re Saying: What Is The Most Important Part Of Retirement Planning? Thumbnail

What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Retirement

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

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Who Even Needs A Financial Advisor? Thumbnail

Who Even Needs A Financial Advisor?
Retirement Financial Planning

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

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Financial Temptations Thumbnail

Financial Temptations
Retirement

Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.

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Ever Wonder Who Really Pays Income Taxes? Thumbnail

Ever Wonder Who Really Pays Income Taxes?
Taxes

With the national elections in November, the parties have VERY different opinions regarding who should be paying their fair share of income taxes. But do we really know who pays what? You certainly can’t rely on either political party to give you the straight information. We also dive into a discussion on how to reasonably incorporate emotions into your financial plan.

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Does Your Financial Advisor Have These "Must Have" Traits? Thumbnail

Does Your Financial Advisor Have These "Must Have" Traits?
Retirement

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

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Financial Fact Or Fiction? Thumbnail

Financial Fact Or Fiction?
Retirement

Sometimes the easiest way to learn about something is to make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

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