Enhance Today | Enrich Tomorrow
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light of all these issues? You may be wondering if you…
After endless procrastination, you and your spouse finally decide to hire an attorney to help with estate planning. You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to their…
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story. Which reminded us of…
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If either of these fits you, then you won’t want to…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll discuss: what these retirement rules of thumb are where they…
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is a tool that…
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of…
Which one of the 4 stages of retirement are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave…
How do you deal with major life or financial decisions? When this happens, there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins me…
