The U.S. Supreme Court has reaffirmed that both income and transfer tax (e.g., estate and gift taxes) changes may be implemented retroactively, "Provided that the retroactive application of a statute is supported by a legitimate legislative purpose furthered by rational means..."

the U.S. Supreme Court has reaffirmed that both income and transfer tax changes may be implemented retroactively, “Provided that the retroactive application of a statute is supported by a legitimate legislative purpose furthered by rational means…”

Congress is making some changes to the US retirement system. What do we need to be watching for if Congress is going to be making more changes?

How do we know if we're making the right decisions heading into retirement? Am I on track? Am I buying high? Am I following a trend?

How do we know if we're making the right decisions heading into retirement? Am I on track? Am I buying high? Am I following a trend?

We talk all the time on this show about plans, but do we really know how a retirement plan actually works? Brad offers us some tips for planning a retirement.

How much do you need to be happy or to live comfortably in retirement?

Dalbar released a study recently showing that people had better emotional reactions using a variable annuity. Brad discusses the pros and cons of a variable annuity.

There is just something about that real life experience when it comes to some of these significant things that we've seen lately.

Just about everybody has a smart phone so you can't ever get away from the pop-up ads, the social media ads. You hear things on TV, you read headlines...so much financial advertising is out there and today, Brad sifts through some of this information and find out what we really need to take away from some of these financial ads.