Most people who are near retirement haven’t met with a financial professional. And that could be a costly mistake. Today Victor and Steve are here to tell you about some of the questions to ask to help you find the right financial professional.

We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement … that means Generation X is on deck.

Do you dread trying to get through to your financial advisor? Feel like your questions go unanswered? You just might need to find someone new to help you with your financial plans for retirement. And you’re in luck because Victor and Steve are here to help us identify 5 Signs You Need a New Advisor.

You might not think much about the big game until you’re on the couch with your remote and a few slices of pizza. That’s the fun part of being a fan. But what if the coaches and players took that approach? No practice, no watching film, no playbooks. Just showing up on game day and hoping things go okay. It’s laughable to think about any team not preparing ahead of a game, let alone the Super Bowl, but that’s what some people seem to do with retirement. So why do some people show up for something as big as retirement unprepared?

Last year was a year for the financial record books … but for all the wrong reasons. And what’s the latest on our national debt situation? More importantly, how could these things impact YOUR retirement? All that, and more, is coming up. 

The only thing that stays the same is change. We continue to see innovations in technology, health, and even in the financial world. With that thought in mind, we bring you our Top 5 list for this week … Top 5 Financial Innovations.

Coming up, an overview of the financial forecast for 2023. Plus, your checklist for top money moves to make while we’re still early in the year.

You hear Victor and Steve’s voice on the radio and perhaps you’ve seen their face on advertising around your area… maybe you even have a friend or an acquaintance who works with McClure Capital. But how much do you really know about them? Well, there’s no better time than now for us to get to know you.

Here we are again. The start of another New Year, and the opportunity to get ahead of your financial strategy in 2023. There are several deadlines to remember throughout the year. We want to hit the highlights so you can mark your calendars for key retirement dates to remember for 2023.

Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year