To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…
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Investing for Inflation, Ep #139
 Recent headlines have people thinking more about investing for inflation. It’s the most recent economic worry, but there’s always something to scare or concern investors. Think about the last…
Getting Started With a 529
May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is…
The Rush to Retire Blueprint, Ep #137
 A recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
 We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…
Preparing Your Portfolio During a Bear Market, Ep #107
We’re all surprised at the speed of daily changes the coronavirus has brought in our lives. Working from home, school closures, and social distancing have become our new norms. Stock…
Retirement Regrets: I Wish I Would Have…, Ep #105
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening…
Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
 You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making…
Everything You Need to Know About the New Federal Tax Forms, Ep #81
 Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code,…
Tax Solutions for Charitable Giving, Ep #59
Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With…
