Retirement Mythbusters, Ep #99
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…
Posts by Mike Eklund
Is Long-Term Care Insurance Worth It? Ep #98
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…
How to Make Decisions About Your Equity Compensation Plans, Ep #97
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?…
Top Wealth Builders for the Retirement Homestretch, Ep #94
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time…
A Few More to Add to Your Summer Reading List, Ep #90
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media…
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it…
The Ins and Outs of Opportunity Zones, Ep #86
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s.…
Are You Winging Your Financial Future? Ep #84
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a…
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