Mar 25, 2019
We go to the doctor for a yearly check-up. Find out if we need a “financial check-up” at least once-a-year, and what that should include. Plus Greg & Kristin break down what target-date funds are, and if they’re a good option for you.
Mar 18, 2019
Greg and Kristin will clarify 2 different numbers concerning your retirement: The total amount of money you’ve saved… versus the total amount that you’ll need when you stop working. They’ll share a real story to demonstrate how you can make sure the first number will get you to the second.
Mar 11, 2019
What exactly is a trust, and who needs one? Greg and Kristin will break the details down. Just over 10 years ago we saw the bottom of the 2007-2009 bear market – it was the beginning of the end of the financial crisis! Greg and Kristin will fill us in on the lessons we should take away from everything...
Mar 4, 2019
We’re seeing a lot of grumbling on social media about smaller tax refunds this tax season. Greg & Kristin will clear up why you DON’T want a big refund, but more importantly how the 2018 under tax reform changes impact the retirement of those over 55 in the coming years.