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9 Ways to Prepare for Retirement

A successful retirement life requires planning and putting that retirement plan into gear as soon as possible so time can work wonders in growing your...

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What Should We Do with Savings for Our Next Home?

Hi, First off, thank you for the podcast. I listen to each episode and I appreciate that you make personal...

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Save for Retirement or Move to A New Home?

Hi! I have what would be considered a high-quality problem. Last Dec, I started a great job with a great...

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“Wait, I need how much for medical costs in retirement?!”

Recently, Fidelity came out with a study stating that the average male retiree would need $143,000 for out of pocket...

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Here’s What Happens When You Retire, By Age

According to recently published research, an increasing number of Americans aspire to retire early (some very early in fact). In...

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⚠️ Breaking News: (RFR) Child Tax Credit

On Monday May 17th the Biden administration announced updates to the monthly payment of the Child Tax Credit. The American...

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Heads Up: You Might Need A Roth Account, Too…

If you have a retirement account, either through your employer or on your own as an IRA, it is more...

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Curious About 401(k) Loans? Read This:

"What happens when I take a loan from my retirement account?" Whether it is to meet an urgent need or...

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Have You Finalized Your Estate Plan & Paperwork?

Do you have a will, advance directives, or other estate planning documents in order? Time to take care of this...

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Investing for Sometime Before Retirement? …POSSIBLE.

Lisa Whitley — I actually don’t believe that the most common investing question is “How do I invest for retirement?”...

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