Jan 16, 2023

The Social Security Administration has announced its cost-of-living adjustment (COLA) for 2023.  It’s 8.7% - the highest in 40 years.  Is that something you warn clients about?

Then, there’s a guy in Brazil who can count all the companies he’s worked for on one finger.  Walter Orthmann is 100 years old and...

Jan 2, 2023

Let’s pretend that time travel was possible.  What decade of your life would you choose to experience all over again?  A new survey of seniors found their number one answer was their 30s.  Many described that decade as their best and happiest.  So, what financial advice would you tell your younger self? 

Call Steve...

Dec 19, 2022

One of the biggest chains for breakfast in America is Waffle House (located in 25 states).  But what customers don’t realize is the cooks use an elaborate “marking system” that helps them get the order right.  So, they’re using something they see, but we don’t.  Isn’t that the same when it comes to...

Dec 5, 2022

Sometimes a rocky economy is like a football game.  Market volatility, high inflation and the threat of recession can tackle even a good retirement plan and throw it for a huge loss.  So, is there a tool that can withstand these threats?

Then, a recent survey (by GOBanking Rates) shows that many Americans are in...

Nov 21, 2022

A website called TheBalance.com warns that a big mistake too many married couples make is they think about their retirement future based on “my money, your money.”  But if they look at the picture jointly, their money may last longer.  What problems have you seen couples encounter?  Do you insist on involving both...