Social Security and Medicare Changes Coming in 2023

In this episode, Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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 …

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 …

In this episode, Grant talks about peak 65-more baby boomers turning 65 than ever before.

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.

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.

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.

In this episode, Grant discusses the pros and cons of using CD’s for savings and 12 hard truths about retirement.

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.