Finances & Your Family
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.
Inherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
Is the Dollar Going Away?
Is the dollar going away? Many believe so, but we don’t. In this article we breakdown history and policies that show why.
Health Insurance Options for Early Retirement
Health insurance can be your biggest expense when you retire early. Knowing the cost of all your health insurance options for early retirement is essential in helping stretch your retirement savings. We cover the most common health insurance coverage options when you early retire and give you the pros and cons of each of them.