For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.

Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.

While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.

When it comes to determining whether or not you should switch banks, there are six key elements you should consider. We discuss all six in this episode.