More than half of all Americans turning 65 today will develop a disability serious enough to require long-term care. This could potentially be a big expense that impacts a lot of you, and we want to help you prepare.

Does our retirement system in the US make the grade? And what steps can you take to help you ensure you have more than just a “mediocre” plan for your retirement?

Does our retirement system in the US make the grade? And what steps can you take to help you ensure you have more than just a “mediocre” plan for your retirement?

We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. What changes will the new year bring for programs like Social Security? You’re about to find out.

The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later.   

Another temporary spending bill, another pending federal shutdown deadline. When you think about this massive amount of government spending, do you know how this could impact you in the future? The numbers are pretty shocking and we’ll tell you more in a minute.

Things are looking up for many of us, with higher average retirement account balances. But what are some of the other factors you don’t want to lose sight of? Victor and Steve will break it down for you.

I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

If you’re still a few years away from leaving your career behind, now is an ideal time to help make sure you’re prepared for this next phase of life. And if you’re already retired, there are always moves you can make to help improve your situation.

Members of Congress are back in Washington, and the debate is heating up over a spending bill to help avert a federal shutdown. Does it feel a little like déja vu all over again? There could always be a financial storm on the horizon, and Victor covers some of the options for you to consider for your family to help preserve your savings.