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Videos

Steps to Get Financially Fit in 2024

Giving Without Going Into Debt

What does the delayed government shutdown mean for you?

Tips to Protect Your Finances from Inflation and Rising Costs

Divorce & Money – The Financial Toll and How to Protect Your Assets

What exactly is comprehensive retirement planning?

Is it possible to have a tax-free retirement?

What exactly is a fiduciary, and why is it important?

CPA? CFP? Your retirement plan – do you need both?

The SECURE Act was a game changer. What should retirees do now?

No one likes to pay taxes. What advice can you give me about taxes while planning for retirement?

What is tax diversification? Why is it important in retirement?

What does it mean to OPTIMIZE my Social Security benefits?

What should I do in this rising interest rate environment?

What does it mean to prepare for all four seasons of taxation?

What is tax diversification? Why is it important in retirement?

Can You Imagine What’s Next in Retirement?

Remember When Life Was Simpler?

Test Drive Your Retirement Strategy with a Retirement Analyzer

You’ve Made It to Retirement…What Now?

What’s the Value of an Independent, Objective Opinion?

Are You Ready for Your Second Act?

Podcasts

Financial Preparations for 2024

Your Money and the End of the Year

How the Speaker Race is Impacting Wall Street

The State of the US Economy As We Enter the 4th Quarter of 2023

Waiting for the Other Shoe To Drop on Interest Rate Increases

What Holistic Financial Planning Really Looks Like

US Investors Need to Hedge Their Bets in this Current Economy

The Feds Raised Interest Rates Again – Now What?

Understanding the Debt Crisis & Why There Is So Much Fear on Wall Street

Why the “Inflation Reduction Act” is really an oxymoron

Whitepapers

Four Buckets: Do You Know Where Your Tax Liabilities Fall?
Tax Strategies For Retirement
4 Common Misconceptions About Retirement Strategies Dispelled
5 Common Concerns About Annuities 
Five Retirement Planning Missteps To Dodge
5 Retirement Mistakes Small Business Owners Make And How To Avoid Them
6 Secrets To A Happy Retirement 
9 Investment Pitfalls High Net-Worth Investors Should Avoid
20 Ways To Reduce Taxes In Retirement
A New Look On Life: Life Insurance As An Asset Class
The ABCs Of Fixed Index Annuities: A Guide To Understanding The Advantages And Costs Of FIAs
Annuities As An Asset Class
Building Your Bridge To Retirement 
Retirement Income Portfolio Construction: Building Your Fiscal House To Weather The Elements 
The Changing Story Of Retirement
Can You Retire If Offered A Buyout? Ask Yourself These Six Questions

Divorce & Money: How To Help Preserve Your Financial Future When You Go Seperate Ways

Does Your Future Have A Plan?
What To Do In A Down Market
The Greatest Gift Outline Your Wishes With An Estate Plan

Evaluating Your Blueprint For Life

Finding Your Balance: Could Rising Interest Rates Put Your Retirement Income At Risk?
Don’t Let Health Care Expenses Derail Your Retirement
Inflation And Your Retirement 
Just How Safe Is An Insurance Company Really?
Retirement Income Strategies: How Do Interest Rates Play A Role?
10-Step Layoff Survival Guide
You Are Looking Forward To Retirement But What If You Need Long-term Care?
5 Simple Steps To Choosing The Medicare Supplement Plan For You
Navigating Market Volatility: It’s All About Perspective
Will A Recession Rob Your Retirement? Four Things To Check Now
Your Retirement Income Plannig Checklist
The Retirement Playbook 
You’ve Reached The Retirement Summit. Now What?
Riding Market Highs
The Road To Retirement: How Will You Navigate It?

Roadmap To Retirement

What, When, Who, How? The Social Security Decisions 
Tax Explorer 
Tax Planning In Today’s Economic Enviornment 
Are You Paying Too Much In Taxes In Retirement? 
Understanding Market Corrections
Understanding Medicare
The Value Of An Objective Opinion
Will Your Money Last As Long As You Do?
When It Comes To Saving For Retirement: Work Smarter Not Harder

Estimate Your Anticipated Retirement Expenses 

Social Security Fact Sheet