Mar 31, 2021
Do you have the first idea of how to get started when it comes to applying for Social Security benefits? What documents do you need to have with you when you start the process of signing up for Social Security? Should you draw from your spouse's Social Security as soon as they pass? Let’s face it, Social Security is...
Mar 23, 2021
The day that no one wants to plan for is the day they will lose the person they love the most. We spend a lot of time planning and preparing for joining our lives together with our spouse but rarely do we devote the same amount of time and energy to plan for life after they are gone.
With COVID-19 leaving many people...
Mar 17, 2021
Do you have any idea of much money you’ll need in order to enjoy your retirement? What about your monthly cash flow? Do you have enough saved to replace your current income from your job? If you don’t have a definitive answer to these questions, then this episode is for you!
Especially during a time of economic...
Mar 10, 2021
How did your business fair when COVID-19 hit our nation last year? Were you able to adapt and pivot to make sure your business stayed solvent? How did the regulations impact your business? Hearing from frustrated business owners and leaders, the US federal government rolled out a program to help businesses during the...
Mar 3, 2021
Are you ready to dive back into the world of 529 plans? I’m glad to have you back as we finish this two-part series examining how 529 plans work and what savvy investors like you can do to make the most of your finances. Last week, I walked you through what 529 plans are and how the one I’ve been using in...