
You may hear a lot about keeping your will updated. We don’t hear as much about updating your powers of attorney but that may be a more important estate planning issue.
Jun 22, 2024
12 min

he Dow Jones Industrial Average has hit a record high. What does that mean for you?
Jun 14, 2024
11 min

Cracks are beginning to appear in the health of the economy. Here are two that have us concerned.
Jun 7, 2024
17 min

Homeownership is getting less and less affordable – and not just for people trying to buy a home. Current homeowners are being squeezed, too.
May 31, 2024
13 min

With interest rates climbing and the stock market becoming more volatile, interest in owning gold is increasing. Should you on some? And if so, what’s the best way to own it?
May 24, 2024
15 min

Maybe you can’t stash all your income investments in tax deferred accounts. But there is a way you can protect against paying too much tax on them. Here’s how.
May 17, 2024
10 min

You can’t convert a required minimum distribution into a Roth IRA. But you can use it to pay for a conversion. In this episode, we tell you how.
May 10, 2024
11 min

Who are the beneficiaries on your accounts and policies? When was the last time you looked?
May 3, 2024
9 min

There’s a stock market cycle that corresponds to Presidential terms. What does it tell us about what we can expect this year?
Apr 27, 2024
11 min

A lot can change between when you buy a life insurance policy and when you use it, especially if you are building cash value. Don’t be caught with an unpleasant surprise. Check up on your policy every few years.
Apr 19, 2024
12 min
