Our Company News
Should I Use My Savings to Delay Collecting Social Security?
Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run. Continue Reading Should I Use My Savings to Delay Collecting Social Security?
What Wealthy People Know That the Rest of Us Don’t
Episode 357 – Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But it’s safe to say that they do some things differently. And the rest of us could learn a few lessons from what they’ve figured out. Continue Reading What Wealthy People Know That the Rest of Us Don’t
Is a 529 Plan Really Your Best Option?
Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education. Continue Reading Is a 529 Plan Really Your Best Option?
Minimizing Capital Gains Tax on the Sale of a Business
Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains. Continue Reading Minimizing Capital Gains Tax on the Sale of a Business
10 Mistakes People Make When Buying Life Insurance
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
Even with Medicare, the Cost of Health Care Can Be Shocking
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
Can You Save Too Much for Retirement? – Revisited
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
Mistakes People Make When Things Are Going Well
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