Laura Stover, RFC® and Michael Wallin, CFP® discuss the Baby Boomer Dilemma documentary and its implications for pre-retirees and retirees. The film talks about many topics we routinely cover on the show- the growing national debt crisis, the potential for higher tax...
We’re more than halfway through 2023 and we’ve already seen the impact SECURE Act 2.0 has on retirement planning. These first six months have given the financial industry time to identify some of the potential pitfalls that the legislation creates for retirees. In...
The steep decline in the stock market and rising inflation is impacting all Americans but no one is feeling it quite like people that are nearing retirement or those that recently made the transition to retirement. The drop in account value paired with the decline in...
With all the volatility this year, there are a lot of individuals re-examining the value their advisor brings in. Without knowing every option and without understanding how different financial services are structured, it can be difficult to truly evaluate your...
