Articles
Six Big Mistakes People Make with Their Wills
Episode 226 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills. Continue Reading Six Big Mistakes People Make with Their Wills
The Importance of FDIC Insurance
Episode 225 – Recent financial turmoil involving several large banks provides an important lesson and opportunity to revisit the general FDIC-insurance rules and limitations. Continue Reading The Importance of FDIC Insurance
The Sad Case of Lisa Marie Presley
Episode 224 – Lisa Marie Presley’s death in January of this year came as a shock to many. But it’s just the beginning of the story. Continue Reading The Sad Case of Lisa Marie Presley
IRS Provides Guidance on Required Minimum Distributions for 2023
Episode 223 – Confusion for IRA owners turning age 72 in 2023? The IRS provides clarification and reminds IRA owners that individuals turning age 72 in 2023 are not required to take required minimum distributions. Continue Reading IRS Provides Guidance on Required Minimum Distributions for 2023
Biggest Fear in Retirement – Running Out of Money Revisited
Episode 220 - In today's episode we revisit the question, what’s the biggest fear people have in retirement? According to the Journal of Accountancy®, Americans’ biggest retirement fear is running out of money. In this episode we take an in-depth look at...
Do Seniors Need Life Insurance?
Episode 217 – You’re nearing or in retirement and the kids have graduated from college, out of the house, or are, at least, gainfully employed. You don’t need life insurance anymore, right? Think again! Continue Reading Do Seniors Need Life Insurance?
Six Common Life Insurance Mistakes – Part Two
Episode 216 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance. Continue Reading Six Common Life Insurance Mistakes – Part Two
Six Common Life Insurance Mistakes – Part One
Episode 215 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance. Continue Reading Six Common Life Insurance Mistakes – Part One
Estate Planning After Divorce or the Death of a Spouse
Episode 214 – Every year a substantial number of people go from married to single, either through divorce or death. A recent article looked at some of the estate planning steps you may need to take if it happens to you. Continue Reading Estate Planning After Divorce or the Death of a Spouse
SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part Two
Episode 213 – Part Two: SECURE 2.0 is now law. What does it mean for your individual retirement planning goals? What does it mean for your business and your employer-sponsored retirement plan? Continue Reading SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part Two
Reach Us
Sed ut perspiciatis unde omnis iste natus voluptatem.
13005 Greenville Avenue,
California, TX 70240
+22 140 006 754