Our Company News

Episode 354 – Finding the right life insurance policy can be complicated, and it’s easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance. Continue Reading 10 Mistakes People Make When Buying Life Insurance

Episode 353 – People might think that health care is cheaper once you’re covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidelity gives us some real numbers. Continue Reading Even with Medicare, the Cost of Health Care Can Be Shocking

Episode 352 – Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.
Continue Reading Can You Save Too Much for Retirement? – Revisited

Episode 351 – People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, author Bryce Sanders outlined what he believes are some of the errors people tend to make when things are looking rosy. Continue Reading Mistakes People Make When Things Are Going Well

Episode 350 – Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one? Continue Reading Avoiding a Conservatorship

Episode 349 – Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retirement planning efforts. Continue Reading The Role of Optimism in Retirement Planning

Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults. Continue Reading Teaching Your Kids What You Wish You Had Learned With Hannah Kesler

Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status? Continue Reading Are You an Independent Contractor?