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Jun 17, 2021

As we head into this Father’s Day weekend, we wanted to first stop and appreciate all of the dads out there. It takes a lot of work to play that important role in a child’s life and Nancy has a story she’ll share about her wonderful dad.

Now, let’s talk about financial planning. This conversation takes on an...

Jun 10, 2021

Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it.

Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true?

This is a common question we get. If you retire prior to your full retirement age and...

Jun 3, 2021

Today, we’re focusing on financial decisions people made in the past that they regret. One of the biggest mistakes people regret is that they start living up to the amount of money that they made. It’s known as lifestyle creep. As your income increases, you spend more instead of saving more.


You need to ask...

May 27, 2021

If you’re a grandparent, have you ever tried talking to your grandchildren about money? It’s a great topic to share your knowledge and see what they know. Today, I’m interviewing two of my grandchildren to see what they think about money and what they’ve learned.

Calvin, just finished 5th grade

Calvin knows the...

May 20, 2021

If you’re 10 years away from retiring, there are some critical things you should do to prepare for retirement.

First, you need to decide what’s important to you. Some people want to retire early. Maybe they want to spend more time with their children or grandchildren. Some want to pursue their hobbies or spend time...