Dec 30, 2021
With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to your investments or your subscription services. Or...
Dec 16, 2021
As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first 11 of 22 resolutions. We’ll discuss reducing...
Dec 2, 2021
Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today's episode, we will be discussing 5 opportunities for retirement's late bloomers.
Get additional financial...
Nov 18, 2021
We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money.
Are your legal...
Nov 4, 2021
401(k)s, IRAs, and Roth accounts are all ways to traditionally fund your retirement. But what are some other buckets of income that may help your plan? On today’s episode, we are going to talk about 5 unexpected sources of income and how they can help your financial plan.
We will discuss, annuities and stocks, Health...