Jul 26, 2023
As we continue to have higher than usual inflation, those receiving Social Security benefits may wonder about the cost-of-living adjustment (COLA) for 2024. On this episode, we’ll take a look at the history of these Social Security adjustments, how things are shaping up for 2024, and what you need to do to stay ready...
Jul 19, 2023
With rising energy costs nationwide, listeners are begging for some money saving tips to beat the summer heat! On this episode, I’m sharing three ways to lower your electric bill this summer that will save you hundreds, possibly thousands of dollars in utility costs.
You will want to hear this episode if you are...
Jul 12, 2023
A little over six years ago, I chose TD Ameritrade as my broker after considerable research into TD, Charles Schwab, and Fidelity. So when Charles Schwab announced their purchase of TD three years ago, I started preparing. Finally, the merger is upon us! And on this episode, I’m helping TD Ameritrade clients...
Jul 5, 2023
After a long hiatus from traveling, it’s great to hear that many of my clients are getting back out into the world. But too many are doing so without travel insurance! On this episode, I’m taking a deep dive into travel insurance, what it is, how to get it, and why you shouldn’t leave the country without it.