4 Moves You Can Make with Your Old 401(k)
By Matt Kory, Vice President, Retirement Programs Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …
Your Retirement Planning Starter Pack
Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …
What Baby Boomers Need to Know About Turning 65
In this episode, Grant talks about peak 65-more baby boomers turning 65 than ever before.
Debunking 6 Social Security Myths
In this episode, Grant discusses 6 social security myths, estate plan checkups, single premium annuities, and 1 in 5 retirees are going back to work.
FINOs-Fiduciaries in Name Only
In this episode, Grant discusses advisors who claim to be held to the fiduciary standard but who do not act that way. Also, how to create a retirement income stream, benefits your missing out on if you’re not working with an advisor, and the pros and cons of fixed annuities.
Tax Changes When the Trump Tax Cut Expires
In this episode, Grant discusses changes in the income strategies when the tax Trump cut expires at the end of 2025. Also tax breaks for people over the age of 65 often miss, death of a spouse, and how hybrid life insurance can pay for long term care.
12 Hard Truths About Retirement
In this episode, Grant discusses the pros and cons of using CD’s for savings and 12 hard truths about retirement.
Making An Annual Financial Planning Checklist
In this episode, Grant discusses making an annual financial planning checklist. Also paying for the soaring cost of elder care, and 8 mistakes that can upend your retirement.
The Economic Outlook for 2024-Are We Seeing the Light at the End of the Tunnel
In this episode, Grant discusses the economic outlook for 2024, 10 long-term investment strategies, whether this is the right time to buy gold and silver, and 5 worthwhile retirement goals to work for in 2024.
A Holiday Year-End Checklist
In this episode, Grant talks about a holiday year-end checklist, Trump tax cuts expire in 2025-how much more you’ll pay, misconceptions about owning rental real estate, and terrible money mistakes you might hear over the holidays.
Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important
By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.
COMPLIMENTARY RESOURCE
7 Important Retirement Savings Topics for 2023
See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.