May 31, 2023
My home state of Connecticut was ranked the second worst pension fund performer of the past five years. Maybe you’ve had some tough hits to your retirement portfolio over the years too, and are in desperate need of a financial makeover. On this episode, I want to help you avoid Connecticut’s mistakes and ensure your...
May 24, 2023
In January of 2023, the United States reached its debt ceiling, sparking concerns that we could default on our debts as early as June 1st. To navigate the debt ceiling crisis, I’m sharing five insights to help you understand what the debt ceiling is, what happens if that limit is breached, how the debt ceiling...
May 17, 2023
Series EE savings bonds have been around for over three decades. Many of you either own them or have owned them in the past. On this episode, I’m answering a listener’s question about whether Series EE bonds are still a good investment. We’ll dive into what they are, how they differ from I bonds, and what to do...
May 10, 2023
When is the right time to start collecting Social Security? Many clients and listeners ask me if they should collect benefits as soon as they can at age 62. On this episode, I’m discussing five things you should consider before collecting Social Security to set you up for retirement success.
You will want to hear...
May 3, 2023
There can be a lot of confusion around enrolling in Medicare. Many of my clients believe they HAVE to enroll once they turn 65, but that is not necessarily the case. On this episode, I’m clearing things up by going over five questions you should ask before enrolling in Medicare at age 65.