The New Social Security Scam

There is a new Social Security scam.  You get a call and are told your Social Security number is linked to fraudlent activity.  We have an actual voicemail and a few tips to help you protect yourself. Listen Now: The New Social Security Scam (4:20) What To Do If You Are Worried… You can contact […]

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How Would A Roth IRA Impact Your Retirement?

We all know Roth IRA’s allow for tax free growth.  But how will a Roth IRA impact your retirement?  We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]

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The 4 Percent Rule

Creating an income stream from your nest egg presents some challenges. If you take too much, you increase the risk of running out of money. If you take too little, you can miss out on some of life’s experiences. Today we dig into the 4 percent rule. We explain what it is, and why we […]

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Health Savings Accounts – Ep. 05

Health Savings Accounts are reshaping the way we think about saving for retirement. They are said to be triple tax advantaged. And when you consider the average couple will spend $280,000 on health care in retirement, the HSA should be in our plans. Video: Health Savings Accounts https://youtu.be/O3gsXdyD5hc Where does the $280,000 go? You may […]

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Are You On Track To Retire? Ep 03

People want to know if they are on track to retire.  And often times, they are looking for a quick and easy way to tell if they are doing enough, or if they need to do a bit more.  Fidelity created some general guidelines.  to help you quickly identify if you are making significant progress.  We […]

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Monday Morning Money Ep. 02

When thinking about how you spend money in retirement, do you consider what you might spend for healthcare?  You probably should.  Fidelity estimates a couple will spend over $280,000 on healthcare in retirement.  It is a staggering number.  We’ll talk about that in today’s video. Video: Monday Morning Money Ep. 02: Healthcare in Retirement https://youtu.be/PWUR24vM1pY […]

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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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The Correction of 2018

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_video admin_label=”Video” src=”https://youtu.be/AemJ5h9tj9o” image_src=”//i.ytimg.com/vi/AemJ5h9tj9o/hqdefault.jpg” play_icon_color=”#ffffff”] [/et_pb_video][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Would you like to take a closer look at the annual correction chart shown in the video?  you can download it in the link below.  Just click on the image for a full sized pdf file. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”2_3″][et_pb_image admin_label=”Image” […]

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