Retirement Planning

Family Care

We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.

The Time Value of Success Issues

A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.

Social Security and Tax Increases

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.

Saving for Retirement: A Different Take on Discipline

This week on our Life Planning 101 podcast we share what could possibly be the most important strategy you can have in retirement. You don't want to miss this. Be sure to share this week's show with someone.

When Should I Take My Social Security?

Social Security claiming strategies are much more complex than asking for your neighbor’s advice. Here are just some of the factors that could come into play with how to maximize not just your benefits, but your entire retirement.

401(k) Pitfalls and Opportunities

How you transition your 401(k) may not be as simple as it seems. There may be some crucial planning opportunities and/or pitfalls. Find out more on this week's episode.

Are You Planning for a Financial Drought?

We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I want to challenge you today to take care of the old you person you will be some day and address the risks you may not even know are out there. Let us help you plan for a drought.

5 Hidden Dollar Dings in Post-Pandemic America

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.

The Caregiver’s Toll

Trying to balance being a parent, grandparent, and parent to your parents (often while you still have a career and a life of your own), simply put, is A LOT! It can take a toll on your own life.

How Do You Look at Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

The Griever’s To-Do List

If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them.

Rethinking Your Thinking

You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure that your future you won’t end up with any unacceptable regrets.