Archive for August 2020
Episode 91: What’s the Future of Social Security?
What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.
Read MoreEpisode 90: 3 Reasons to Review Your Tax and Estate Plan Now
Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?
Read MoreEpisode 89: Which Presidential Outcome Will Be Best for Your Portfolio?
How does this year’s 2020 election results impact your finances? We run through several possible outcomes to see what may be most beneficial from a financial standpoint.
Read MoreLife Insurance When You Retire
Some good reasons to retain it. Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you are thinking about dropping your coverage for either or both of those…
Read MoreEpisode 88: Building a Financial House
More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.
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