People often ask us, “What’s your average client like?” We’ll share what traits they have and why they are successful. Also, find out what documents you must have and why you should keep them up to date.
Is $1 million enough to retire? That depends on a lot of factors. We’ll explain what they are on this episode.
Should I leave my 401k to my child? We get this question a lot so let’s dive into the pros and cons of leaving your children money and what strategies you can use to make sure it benefits everyone.
Should you follow the advice of well-known financial gurus, such as Dave Ramsey and Suze Orman? A lot of people have asked me that question over the years. Find out what I tell them.
Today we’re talking about business owners and retirement plans. Even if you’re not a business owner, there’s something you can learn from this.
What’s the better investment strategy – pay off your primary home sooner or save up for a rental property? We’ll share the pros and cons.
Long-term care is a subject many people don’t want to discuss, but it’s crucial that you have a plan in place. Find out why and learn about hybrid policies and paying premiums
Today’s Smart Money Question: When making your legacy and estate plan, it’s crucial to know how taxes will affect that
At the end of 2020, Congress passed a $900 billion Covid relief package. We’ll go over some highlights and what you should understand moving forward.
Today’s Smart Money Question: As 2020 comes to a close, now’s the time to do some financial planning. Matt has
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