Our Company News

Episode 357 – Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But it’s safe to say that they do some things differently. And the rest of us could learn a few lessons from what they’ve figured out. Continue Reading What Wealthy People Know That the Rest of Us Don’t

Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education. Continue Reading Is a 529 Plan Really Your Best Option?

Episode 354 – Finding the right life insurance policy can be complicated, and it’s easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance. Continue Reading 10 Mistakes People Make When Buying Life Insurance

Episode 353 – People might think that health care is cheaper once you’re covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidelity gives us some real numbers. Continue Reading Even with Medicare, the Cost of Health Care Can Be Shocking

Episode 352 – Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.
Continue Reading Can You Save Too Much for Retirement? – Revisited

Episode 351 – People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, author Bryce Sanders outlined what he believes are some of the errors people tend to make when things are looking rosy. Continue Reading Mistakes People Make When Things Are Going Well

Episode 350 – Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one? Continue Reading Avoiding a Conservatorship