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Nov 25, 2020

Regardless of what you know about annuities, you’ve probably heard an opinion about them. This investment tool, like any other, can be good or bad for your personal retirement plan, but is it?

Well, we’ve gotten a lot of questions about annuities recently because of all the market volatility. People are looking for...


Nov 19, 2020

If we’ve learned anything over the course of 2020, it’s that health needs to be a priority for all of us. The focus goes beyond the pandemic, which is obviously at the forefront right now.

But mental health issues have risen through the year and the usual causes of death are still as prevalent as they always...


Nov 14, 2020

“Am I ready to retire?”

If it’s not the most common question asked during retirement planning, then it’s definitely near the top. Everyone wants to what kind of shape they’re in financially and if they are in a position to transition to that next chapter.

Everyone’s answer is going to be different and it...


Nov 6, 2020

As if 2020 hasn’t been volatile enough, now we’re left sorting through election results days after voting has ended.

Although it appears Joe Biden is set to become the 46th President of the United States, plenty of questions remain about policy and the financial impact it could have on investors. So as we wait for...


Oct 23, 2020

On today's show, Sean and Nancy give their take on where the major financial markets currently stand. They address some common concerns they have heard from their clients and give advice on how to navigate those challenges.

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