Listen as Tim Stearns discusses how using the wrong investment return assumptions can lead to failed retirement planning on this week’s episode of 0515.

CARING FOR MOM & FAMILY – There was a rush to get life insurance in the midst of this pandemic… How do you calculate the amount of insurance you should have? What type? Why is this important? Listen as Tim Stearns discusses ways to protect yourself and loved ones on this week’s episode.

ARE YOU PREPARED? – Do you know how long you would be able to generate the income you need if your paycheck stopped today? On this week’s episode Tim Stearns addresses different questions that you should ask yourself when planning for retirement.

YOUR 401(K) & EMPLOYER PLAN – Getting a match on contributions is a fantastic opportunity, not to be missed. You CANNOT get that kind of guaranteed immediate return anywhere else. Tune in to learn more as Tim Stearns discusses what you need to know about participating in your 401(k) or the retirement plan offered through your employer.

ROTH CONVERSION OPPORTUNITIES – We have a new president with new agendas. What does this mean for taxes? How do you protect yourself from the possibility of taxes going up? On this week’s episode Tim Stearns will be discussing tax-deferral & it’s consequences, tax-free income, & Roth IRA’s.

LAST MINUTE TAX MOVES – The tax deadline is upon us. We all want to save as much as possible and pay as little as possible, but how do we control our tax bill? Listen as Tim Stearns discusses last minute tax moves on this week’s episode.