Our Company News
The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
Episode 311 – There is so much that younger generations can learn from their elders. Not just from the things they got right, but from the things they got wrong. A recent study by the TransAmerica Center for Retirement Studies can help young people figure out some of the things they can do for their own future by avoiding the same mistakes. Continue Reading The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
Go Beyond Financial Considerations when Deciding to Downsize
Episode 310 – When you get past a certain age, downsizing always seems to sound like a good idea. But is it really? What are the really important considerations you need to keep in mind? Continue Reading Go Beyond Financial Considerations when Deciding to Downsize
One Third of People Have More Credit Card Debt Than Emergency Savings
Episode 309 – According to a recent study, an astounding 36% of Americans have more credit card debt than emergency savings, and 27% have no emergency savings at all. These sobering statistics spotlight a glaring hole in many Americans’ finances. If this is you, how do you start to climb out? Continue Reading One Third of People Have More Credit Card Debt Than Emergency Savings
5 Ways to Use Home Equity as a Source for Retirement Income
Episode 308 – For many, many people, their home is their biggest asset. Can you use your home to fund a portion of your retirement? It’s not ideal, but here are five ideas you can try if you need to. Continue Reading 5 Ways to Use Home Equity as a Source for Retirement Income
Six Ideas on How to Manage Debt
Episode 307 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try. Continue Reading Six Ideas on How to Manage Debt
Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Episode 306 – Behavioral economics has become a buzzword over the last few years. But understanding its role in making financial decisions can lead to a better outcome. Continue Reading Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Business Succession Planning Needed More Now Than Ever
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled. Continue Reading Business Succession Planning Needed More Now Than Ever
Connecting the Dots: Using Life Insurance With Social Security
Episode 304 – Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortcomings that Social Security creates. Continue Reading Connecting the Dots: Using Life Insurance With Social Security