Is Gold A Good Investment?

Is gold a good investment?  We answer a listener question about the shiny metal.  We will discuss: Where gold really shines Some potential costs And things to consider when deciding if it is right for you. Watch: Is Gold A Good Investment? https://youtu.be/yquQP1ny4FkPlease be sure to subscribe to our YouTube Channel and like our  Facebook […]

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A Fishy CD Ad

On today’s show, we talk about a fishy CD ad.  It reminds us if things sound too good to be true, they probably are. Watch: A Fishy CD Ad https://youtu.be/hIGzDl2aMNYPlease be sure to subscribe to our YouTube Channel and like our  Facebook page.   Audio Only Version: Stay Up To Date. Join Our Mailing List. Each […]

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Stocks Climb A Wall of Worry

Stocks climb a wall of worry. What does this mean?  Today, we talk about: The news always seems bad Recessions, trade wars and now impeachment dominate the headlines. But the stock market? What has it done. We’ll talk about it on this episode of Monday Morning Money. Watch: Stocks Climb A Wall Of Worry https://youtu.be/4o_OE478qzgPlease be […]

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An Ice Cold COLA

The Social Security cost of living adjustment, or COLA, is designed to help retirees combat inflation.  The SSA recently announced the improvement for 2020.  Spoiler alert:  This is an ice cold COLA. Video: An Ice Cold COLA Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You […]

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When Planning for Retirement, Where Do You Start?

When preparing for retirement, where do you start?  That is a question submitted by Tony.  Today, on Monday Morning Money we’ll answer it. Video: Answering A Reader Question, Where Do You Start? Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every […]

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People are Living Longer

People are living longer. This creates bigger challenges for your nest egg.   Video: People are Living Longer Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every Monday.  In addition, you can also hear this episode on our YouTube Channel.  Please […]

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A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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The New DNA Testing Scam

There is a new DNA testing scam targeting retirees. We’ll talk about how they are doing it and what you can do to protect yourself on this episode of What’s Happening Now. Listen Now: What’s Happening Now-The New DNA Testing Scam What’s On Your Mind? Do you have a question about what’s happening in the […]

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How Social Security Spousal Benefits Impact Your Retirement

If you’re married, Social Security spousal benefits can impact your retirement.  Today we’ll take a deeper dive into how they work.  And if you are no longer married, we have a bonus tip for you at the end. Video: How Social Security Spousal Benefits Impact Your Retirement. Plan for A Better Retirement We created Monday […]

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