Dec 28, 2020

There are so many decisions to make when you decide to retire; when do I take my social security? What do I do with my 401k? What about my pension?  Plus, did you know that Steve has tools and strategies where you can be invested in the market BUT, you are protected when the market goes down? (Yes, you read that...

Dec 21, 2020

You know the old saying, "If it ain't broke, don't fix it?" Well, there are some things that can stand the test of time. But, then there are things that need to be re-evaluated as time goes on. On todays episode, Steve discusses some common retirement planning beliefs that don't hold up so well in todays world! 

• My...

Dec 14, 2020

Regardless of how you feel about the election results, there’s a good chance your tax rates will be going up in 2021.  But IRA expert Ed Slott tells Yahoo Finance it’s up to you to decide by how much. I think we’d all like to “take control” of our tax rate – but how is that possible? 

Then, Market Watch says...

Dec 4, 2020

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

 Then, how much weight do you put on your financial decisions based on who is in the...

Nov 20, 2020

To make sure your body is healthy, you go to the doctor for regular physicals.  And to make sure your car is healthy, you go to a mechanic for regular maintenance.  But what are you doing to keep your pocketbook healthy?  How long has it been since you had a financial check-up?  How long since you sat down with a...