Kiplinger says one of your goals should be to get yourself into the lowest tax bracket possible in retirement. But how do you do that? Gerald and Laurel will explain. Plus, are low interest rates the new norm for retirement savers? If you have a...

The weather is changing, reminding us that this year is flying by quickly! Laurel discusses some of the items you can think about crossing off your year-end financial to-do list before it’s too late. Plus, we’ll let you in on the details of a...

Billionaire Carl Icahn has an interesting way to save on taxes – he’s packing up and moving to Florida! Gary & Gerald discuss how you can help minimize your own taxes without moving. Plus, there are plenty of things about the 80’s we’d...

No, the average age for retirement is not 65. It’s actually 59! So how do you prepare yourself to retire that early? Plus, we’ll discuss what your employer might not be able to tell you about your 401(k). Have a question for your Money Mentors?...

President Trump and the talking heads on the financial networks have been buzzing about “negative interest rates.” But what would that mean for your retirement savings? Plus, how much should you have saved for retirement before you call it quits?...

What are the benefits of doing a Roth conversion? And what difference can that make in your retirement income? Plus, you won’t believe how many Americans are living in their RVs! Have a question for your Money Mentors? Drop us an e-mail online...

What’s the difference between withdrawing money from an ATM and your 401(k)? Gary & Gerald will explain. Plus, what can you expect Social Security to actually cover in retirement? If you have a question for your Money Mentors, drop us an e-mail...

A new survey puts the so-called “magic number” for retirement at $1.7 million. But do you really need that much? Plus, why the money you’ve saved in your retirement accounts is not really all yours!  Have a question for your Money Mentors?...

What a week it’s been on Wall Street! So how did you adjust to the stomach-churning drops? This week, your Money Mentors explain why they don’t get frantic phone calls during market drops. Plus, get to know one of our great team members, Taylor...

It’s been a tricky couple of weeks for investors. Gary helps sort out the headlines surrounding China & the trade war and what it means for you. Plus, would you rather eat the chicken – or eat the eggs in retirement? We’ll use an interesting...