Critical Social Security Rules

During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.

During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.

Now is the time to get a plan in place for your health insurance. It's open enrollment and in this episode we discuss tips and strategies to help make sure all of your healthcare needs are being met and you are able to save as much money as possible.

For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.

During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.

For lots of people, their retirement plan includes plenty of travel, both here at home and across the world. But what if your retirement vision is built around the idea of permanently packing your bags and calling a new country home? Before you make such a move, you have to find the right location and then research what your financial and healthcare needs will be after you’ve re-located.

During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.