Ep #11: Awkward Conversations With Your Financial Advisor – Part 2

2019-11-14T09:50:52-05:00November 21st, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.   

Ep #10: Awkward Conversations With Your Financial Advisor – Part 1

2019-11-14T09:12:03-05:00November 14th, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of this series, we’ll look at how the death of a spouse and the possibility of nursing home care can affect your plan.

Ep #9: The Risks Savers Face: Not Spending Enough – Part 4

2019-11-07T14:37:03-05:00November 7th, 2019|

On the final installment on our series about the missteps that savers make along the way, we turn our attention to something most people love to do: spending. Savers aren’t the best at this because it’s a complete shift in mindset, but there will come a time when you need to spend the money you’ve been working so hard to accumulate.

Ep #8: The Risks Savers Face: The Tax Time Bomb – Part 3

2019-10-17T12:35:04-04:00October 24th, 2019|

Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that can help lessen your tax burden? Let’s discuss the options that you have to save yourself money in taxes.