Articles
Debt
Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 of 9. In the first and second episodes of this nine-part series, we introduced the cash flow statement, the balance sheet and establishing goals. In this episode we’ll provide an...
Spending Goals
Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 of 9. In Part 1 of this nine-part series, we introduced the cash flow statement and balance sheet. Today in Part 2, we discuss your spending goals. In creating financial goals, the...
Things to Consider When Building Your Financial Plan
Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 of 9. The first step in creating a financial plan is developing an overall spending plan. You need to know what’s coming in and what’s going out, and you need to know your assets...
Celebrity Estate Planning Gone Awry
Episode 36 - Believe it or not, being rich and famous really does have its downside. In this podcast, we’ll take a quick look at the issues facing the estates of Aretha Franklin, Tom Petty, Walter Becker and Casey Kasem, and the lessons we can learn from...
Why Consider a Flexible Premium Annuity with Your Investment Lineup?
Episode 33 - The days of defined benefit plans, for the most part, are gone. Today you have to rely on your own investment strategy to generate your retirement earnings, without a guaranteed stream of income. How can you turn part of your defined...
The 5 Most Common Mistakes When Claiming Social Security – Part 2
Episode 30 - When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. Listen to Part 2 of our podcast to learn two more mistakes we see people make most...
The 5 Most Common Mistakes When Claiming Social Security – Part 1
Episode 29 – When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. Listen to our podcast to learn 3 of the mistakes we see people make most often. Continue Reading The 5 Most Common Mistakes When Claiming Social Security – Part 1
Medicare Part B: Social Security’s Evil Twin
Episode 24 – For years the people at the Social Security Administration (SSA) have been telling us that your Social Security benefit is protected against inflation. The reasoning is that Cost of Living Adjustments (COLAs) added to the benefit will help offset future price increases. Listen to our podcast to learn why it just doesn’t work that way anymore. Continue Reading Medicare Part B: Social Security’s Evil Twin
Why Conduct a Life Insurance Review?
Episode 23 – Despite the amount of life insurance in your estate, it is an asset that is generally not evaluated, reviewed, or appraised on a consistent and comprehensive basis. Continue Reading Why Conduct a Life Insurance Review?
Add Some Certainty to Your Financial Plan!
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