As we begin a new year, let’s talk about the SECURE Act 2.0, which was signed into law in December. We’ll share some of the highlights, including new requirements for companies with new 401(k) and 403(b) plans.
Today we’re joined by Robert Khoury, the founder and CEO of Agile Rainmakers, a high-impact business development consulting and advisory firm based in Chicago’s Gold Coast.
We want to help you understand how those two investments work and what might be best for your financial future. The answers depend a lot on your specific situation, and we can help you figure out what’s right for you. Today we’ll take some specific scenarios that have come up during recent meetings and discuss how annuities and/or life insurance can be used.
There has finally been some clarification from the IRS about the SECURE Act rule regarding inherited IRAs from 2020 and beyond. We’ve had some questions from clients about this, so it’s great to finally have some answers.
If you’re wondering what taxes will look like in 2023, as far as standard deductions and increase in tax brackets, today’s show is for you. The IRS just released this information recently and we want to take you through the key changes.
We get questions all the time about Medicare. It can be confusing when there are Medicare parts A, B, C and D and supplements. Today we are welcoming a guest who has been in the Medicare industry for more than 30 years.
Choosing when to claim Social Security can have a huge impact on your retirement plan. A lot of people are unsure about whether they should delay Social Security or take advantage of another significant COLA increase.
Today we are going to look at some of the different options you may have and narrow down the reasons they may or may not be for you. We are also going to cover the ins and outs of spousal benefits so you can go into your decision-making with as much knowledge as possible.
We’re talking about two important topics today: Are reverse mortgages a bad idea? And how can I help my widowed parent with their finances?
U.S. News & World Report has released its list of the top places to retire in the country. Choosing where to retire is not only a personal decision; it’s also a financial one. We’ll explain why.
This week marks an important milestone in Maggie’s journey with cancer. We’ll give you an update about her health. We’ll also discuss Medicare and help you understand it better.
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