Asset Location [Video]

October 19, 2020

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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Investment Portfolio Rebalancing : Passive vs. Active [Video]

July 29, 2020

[Video] Investment Portfolio Rebalancing: Passive V.S. Active | One of the most important parts of investing your money for long-term goals such as retirement is to make sure you are rebalancing your portfolios often so they are on track and you are not taking on too much risk or too little risk with your investments.

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Consolidate Old Retirement Accounts When It Makes Sense [Video]

April 3, 2020

Often when you switch jobs, you leave your old 401k savings with your old employers. We recommend you consolidate old retirement accounts.

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Recent SECURE Act Changes In 2020 [Video]

March 22, 2020

In the last few weeks of 2019, the President signed into a new law the SECURE act. It has quite a few changes for retirees and pre retirees. And we figured this would be worthwhile to bring Steve on and talk through what some of those changes are and what folks need to be looking…

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Income Affects Medicare [Video]

December 11, 2019

As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer.  And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is where Medicare Part…

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Does It Pay To Switch Jobs?

October 17, 2019

Does It Pay To Switch Jobs? Is it better off from a career standpoint staying at one company long-term or switching jobs occasionally?

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