Think about the things in your life that you don’t think about that often. The smoke alarm, airbags in your car, fire extinguishers. Each of these thi...

The world is a serious enough place as it is so let’s take a deep breath and have a little fun on this episode. We found a handful of financial jokes ...

The planning methods and your parents used likely won’t get you to where you want to be in retirement today. So much has changed over the past 20-30 y...

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave w...

Now that the first 100 days of President Biden is in the books, what needs to be on your radar in terms of financial planning? Chris shares his though...

Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you mig...

The question everyone has about retirement is how much am I going to need? A million dollars seems like a magic number, but how long will it actually ...

There are areas of your financial life that might be in bad shape and you don’t even realize it. On this episode, we’ll identify five areas of plannin...

Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curta...

Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want...