Navigating Elder Care, Ep# 28

For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…

Episode 25: 10 Tips for More Tax Savings

Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….

Year-End Bonus

Episode 24: Invest Your Year-End Bonus all at Once?

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…

Don't Fail In Retirement

Don’t Fail In Retirement, Ep #22

For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it’s not all that uncommon for people to retire only to go back to work or face…

Financial Fitness

Do You Know Your Financial Fitness?

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear so many comparisons made between the daily decision making around…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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