Episode #7: RMDs
August 16, 2018RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.
RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.
Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.
Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy.
Are You Truly Ready to Retire? Have you dreamed about what you will do with your time in retirement? Thoughts... View Article
We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving.
Your investments are probably overly complicated. Learn to simplify your investing strategy.
Long-term care will play a crucial role in your retirement. While most of us assume Medicare will cover our healthcare costs, that's not necessarily the case. Learn how to incorporate long-term care planning into your comprehensive financial plan.
Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you induce every April.
Will a Million Dollars be Enough? Everyone dreams of saving a million dollars for retirement. That amount used to be... View Article
Interesting article that you should read and help understand how healthcare costs can impact your retirement planning decisions. Key takeaways... View Article
My wife, Sheri, and I recently had the awesome opportunity to not only meet, but interview, Reba McEntire while she... View Article
Be Smart about Gifting On a recent airline flight, the attendant started the usual litany of warnings, guidelines, and blah,... View Article
A wise old life insurance agent I knew used to say that to all his of clients. It was common... View Article
I preach a holistic approach to financial management all the time, but what does a dietitian know about financial topics? ... View Article
Tax time is over, you’ve (hopefully) filed on time, and are either dreaming of ways to spend your refund,... View Article
Looking for a Financial Planner? That person is different from an Investment Adviser. Generally, an Investment Adviser is someone in... View Article
It’s common to hear the terms, “adviser”, “broker”, and “planner” used interchangeably. Do you know which applies to your “financial... View Article
If you’re like me, you’re already tired of all the New Year’s articles and commercials attempting to appeal to your... View Article
Technology marches forward, with or without us, and the financial world is no different. Incredible innovations have rolled out in... View Article
With do-it-yourself videos and an overwhelming amount of information brought to us by the internet, it’s easy to think we... View Article