Sometimes major life events, whether they're personal or work-related, can wreak havoc on your finances. We'll talk about some of the ways to rethink your financial planning approach if you find yourself in one of these situations. We'll also take your questions and discuss some of the top beneficiary mistakes when it comes to your accounts.

When you begin building your retirment plan, it's likely you'll make some rookie mistakes along the way. However, you'll want to make sure you don't keep making them well into retirement. We'll identify some of these rookie mistakes, and as always, we'll take your email questions. On Tales From The Tax Side, we'll share with you the story of some creepy tax elves. 

It seems every New Year's Eve, people make resolutions that simply won't last. This year we want to help you make some financial resolutions we think you'll be able to complete. On this week's edition of Solving The Financial Puzzle, we'll also talk about the financial indicators that should tell you if your portfolio is in trouble. All that and more on Solving The Financial Puzzle. 

Most people realize the importance of having an attorney present when building a legacy plan. However, they often forget the importance of consulting a financial planner as well. On this week's edition of Solving The Financial Puzzle, we'll discuss the financial implications of your legacy plan, and why you should consult an adivsor when crafting one. We'll also take your listener questions and talk about much more.