Enhance Today | Enrich Tomorrow
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to look again. There are a few steps you can take…
We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what should I invest in? I don’t have a crystal ball…
The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you and your retirement plans. The acronym SECURE stands for “Setting…
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can cause your actual tax rate to be much higher than…
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a “crazy idea.” When detailing how he felt, he realized that many…
Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us have certain beliefs from internet rumors or family hearsay that…
If you’ve reached your 50’s, you’ve likely wondered, is long term care insurance worth it? Long-term care insurance comes with so many questions and opinions. The decision is complex as it’s highly customized due to individual circumstances of saving,…
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success. Instead, investments should be evaluated on their merit. Here are…
Does your employer offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks? Mike Eklund is back after a hiatus and he is…
For the last few years, I’ve attended a conference called FINCON. And each year when asked what conference I attended, I’ll hear a quip related to Comic-Con. But it does peak the person’s interest, prompting them to ask what the…
