Secure Act 2.0
Earlier this year, we had the passing of the SECURE Act. Now there is talk about a SECURE Act 2.0. We discuss the different components that are being proposed and how it may affect you down the road.
Financial Forecaster
There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather.
Financial Commandments
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
This One’s On The House
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Long Term Care
We have recently been receiving many questions about LTC and not just how to get coverage but actually getting help, care and assistance when we need it. As we age this gets tougher and for many who lost a spouse or are single there is added worry on how to protect and care for ourselves. This week, Mike addresses some of the things that have been coming up lately with many friends, clients and colleagues.
The Truth About Longevity Risk
Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.
Financial Issues That Are Particularly Challenging For Women
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
4 Milestones That Say You’re Ready For Retirement
A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them.
Cracking Open The Financial Dictionary
Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them
Investing Like A Genius
People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life.
