Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning.

Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982.

Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning.

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself.

Debt is a hard thing to avoid but it isn’t impossible to reduce it as much as possible. By making some smart financial decisions, you too can obtain the benefits of living debt free. Here are some things you should think about in terms of debt.

Debt to income ratio or DTI is a number that is often used to measure how much debt you have versus the amount of income you make. Learn how this number can affect your chances of getting a loan or mortgage.

Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question.

Buying an investment property can be complex & knowing these four considerations before you buy can help you in the long run.

Follow these 7 money saving tips to help you become a successful saver in your day to day life.