What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions.  Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel.  Just click the button to the right, and be sure […]

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Monday Morning Money Ep. 01

We face a number of financial risks in retirement.  And, when most people hear the word “risk” they automatically think about a stock market crash.  And while those events are possible, one threat always impacts our nest egg.  Every year, everything you buy costs more.  We’ll talk about that in this week’s episode of Monday […]

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Emergency Fund Part 2

Why is it important to have an emergency fund? In our last video, we discussed how you can start or improve your savings habits to build an emergency fund.  Today we will talk about why it’s important.  An Emergency fund can protect  your most important assets, like your home or your car.  It can help reduce stress […]

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Emergency Fund – Part 1: How to Get Started

Did you hear about the Government Shutdown?  Some 800,000 government workers didn’t get paid for a little over a month.  Have you stopped to consider how you would pay your bills if you didn’t get paid for a month?  What about 3 months?  Do you have an emergency fund?  (You probably should). The first part […]

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What Happens Next?

Last year was the first negative year (calendar year at least) in the US Stock market since 2008.  Are we in for a rebound or are we in for continued struggles? Most people are wondering what happens next.  We’ll look at some historical data to see if it offers any guidance about what we should […]

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Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch. https://youtu.be/YS4e78yQPbQ As luck would have it, predicting the future […]

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Scoreboard Watching: December 2018

Scoreboard

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point move today doesn’t mean what it […]

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5 Good Minutes: 2019 Updates

2019 Updates: Cost of Living Adjustments, Increased Contribution Limits and More There are several important changes which can impact your retirement.  Today’s episode of 5 Good Minutes will focus on the 2019 updates to: Social Security Benefits Medicare Part B Premiums IRA Contribution Limits Retirement Plan Contribution Limtis Health Savings Account Contribution Limits https://youtu.be/lw64_vsoAks Get […]

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Extreme Volatility Returns: October 2018

Extreme Volatility

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. https://youtu.be/ouw7soYKic4 Extreme volatility returned in October after a fairly calm summer.  Nearly half of the trading days (10 […]

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Podcast: Preventing Elder Financial Abuse

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” saved_tabs=”all” background_layout=”light” text_orientation=”left” text_font=”Arial||||” text_font_size=”20″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_line_height=”1.8″] Elder financial abuse is a growing problem in America.  There are some steps you can take to prevent people from taking advantage of you.  In this episode of Your Money: One on One we talk about some of the things you can do […]

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