Enhance Today | Enrich Tomorrow
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes, Will Holt joins us again to guide you through seven…
If you’ve paid any attention to financial news recently, then you didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled with phrases like: epic turmoil, getting crushed and no place to hide….
October is here so gather around the campfire. With Halloween round the corner, we are highlighting a few spooky financial stories that have scary circumstances. The type of fearful feelings that typically bleed in to stock markets this time of…
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and life is busy. Be it a technology company, medical practice…
When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can make life-changing differences in your retirement journey. Which is why…
It’s easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they’re performing so well, we should buy more. While we’re at it, shouldn’t we dump the lousy performers…
On this episode, we revisit some of our favorite clips to cover some of the more important frequently asked financial questions. Taken from episode 6 is the question: Do I need a financial plan? With this comes further questions, and…
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items people include on their financial to-do list. Now it’s Chad’s…
One of the difficulties in decisions around retirement, is most people only get one chance. Making the most of that chance involves essential decisions around when and how you choose to take Social Security. Maximizing your benefit has huge impacts…
Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and acronyms since they are a great way to remember things….
