Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

In this episode we want to talk about end of year planning tips that will affect your income tax return you file next year for 2018.

There's still time to make some tax moves before the end of the year to take advantage of the new tax laws and to build up your savings. We talk about the strategies and give you tips to help you accomplish this.

Looking at the month in the markets and the latest financial and economic factors that may be affecting your finances.

Listen in to this episode for some great tips on how to help increase your savings and retirement income!

Market update with a look at the news and politics and how they are affecting your finances.

In this episode we discuss strategies to help you get the most out of your Medicare and how to better understand it.

Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

In this show we continue our conversation on planning for college and look at the landmines between the student and having a successful and affordable college experience.

Today we want to start a conversation on planning for college and look at the landmines between the student and having a successful and affordable college experience.