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Episode #17: Year-End Taxes

November 1, 2018

We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities.

Episode #16: Stock Market Update

October 25, 2018

The stock market has experienced negative volatility recently. Discover what it might mean for your investments and the economy moving forward.

Episode #15: Couples Counseling

October 18, 2018

Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the gap between quarreling spouses.