Retirement
Investment Portfolio Rebalancing : Passive vs. Active [Video]
[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.
Recent SECURE Act Changes In 2020 [Video]
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…
Income Affects Medicare [Video]
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…
Does It Pay To Switch Jobs?
Does It Pay To Switch Jobs? Is it better off from a career standpoint staying at one company long-term or switching jobs occasionally?
What Happens If You Jump Ahead Of The Plan? [Video]
As you plan financially, do you think that it matters if you jump ahead and maybe do one step before the other? Well sometimes it doesn’t matter. And sometimes it does matter. I’m going to talk through a three bucket system, where you can actually say, “Here’s where I’m at in this step and where…
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