Jackie and Monica discuss how they help clients find out the appropriate amount of risk they should be taking in their portfolio.  Also, Ed Slott's recommendations on Roth IRAs and Bob Barker's thoughts on a successful career and retirement.

Jackie and Monica discuss the difference between a financial planner and an advisor.  Plus, the #1 question about retirement and RMD strategies.

This week, Jackie and Monica discuss how to build your own income after you get your last paycheck, with a special focus on small business owners.

This week, Jackie and Monica review some options available in 401k plans that you might not know about, and why the end of the year is a great time to get started on planning for the future.

This week, Jackie and Monica discuss Jackie's new article that appeared in Forbes in September 2019, 3 New Retirement Rules That May Change Retirement As We Know It.

This week, Jackie got the opportunity to sit down with former American Idol contestant, Bo Bice.  They discuss his life and career, as well as his new projects.

This week, Monica and Jackie discuss the recent news about GE freezing pensions for 20,000 employees and the importance of having a tax plan for your retirement income.

This week, Jackie and Monica discuss a difficult topic: Cognitive decline.  What steps can you take now to make sure you and your family are taken care of before health problems take their toll?

The letters that appear after someone's name can be confusing.  This week, Jackie explains the different designations she has earned to help assist her clients with various aspects of their retirement plans.

This week, Monica and Jackie talk about understanding the level of risk investors are taking in their portfolio.  They outline how they help people learn more about the shift from growing retirement savings to protecting what has already been saved as that final paycheck gets closer.