Aug 23, 2018
Does your insurance fully protect you and your family? Are you sure?
Insurance may not be one of the most exciting topics in the world but what is exciting is the peace of mind you’ll have knowing that your possessions and family are protected. The world of insurance can be a confusing one full of jargon, variables,...
Aug 21, 2018
Have you ever felt overwhelmed when it comes to planning for retirement? You’re not alone!
Planning for retirement can feel daunting and complicated and all of the different names for accounts don’t make things any easier. IRA, Roth IRA, 401(k), Roth 401(k), LIRP, it’s enough to make your head spin!
In this...
Aug 21, 2018
Financial scams targeting seniors have become so prevalent that almost everyone knows someone who has fallen prey to a scam perpetrated either by a stranger of a loved one.
Unfortunately, there are people out there that prey on the elderly for financial gain in many ways that may include a loved one taking advantage of...
Aug 21, 2018
There are countless variables at play when it comes to planning for the second-half of your life and tax changes are a variable that cannot be ignored.
If you’re planning to retire soon or are already retired, the new tax laws have a big impact on your finances whether you realize it or not. If you want to protect...
Aug 21, 2018
Planning for the second-half of your life can seem daunting and overwhelming, but there is a simple system we use to make it much easier.
One of the biggest risks in retirement is what's called sequence of returns and you can protect yourself against it by using a simple system we call The Bucket Plan.
In this episode...