Sep 29, 2022

Currently, people are feeling on edge with increased interest rates and inflation. Gas, food, and living expenses have changed significantly because inflation has increased at a faster pace than we have seen in the last 40 years.

We have had people ask us how inflation will impact their taxes. In this episode, we are...

Sep 22, 2022

Just about everyone has a question, or ten, that comes up while planning for retirement. Should I delay Social Security? Am I saving enough? The list goes on.

We want you to go into retirement with peace of mind, so we are answering more of your questions today. These questions are ones we have gotten frequently, so...

Sep 15, 2022

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.

Retirement can...

Sep 8, 2022

Now that people are traveling more again, many of us are packing our bags and going through the process of thinking through what goes into each suitcase.

Believe it or not, this is much like financial planning. You probably haven’t paid much attention to it before, but we will explain why packing a suitcase is very...

Sep 1, 2022

One of the things we love about financial planning is that there are many different solutions for the same scenario. You have to weigh all the different factors for an individual’s situation to determine what their best outcome might be.

Today we’ll touch on a little of that as we open up the mailbag to find out...