Frequently Asked Questions About Social Security Retirement Benefits shows couple rest at tropical resort

April 20, 2021

Presented by Dean Elliott: The following information addresses common concerns about collecting social security retirement benefits, including the effects of part-time work and other earnings on benefits, the age at which you may begin Read More...
Preparing for Medicare Enrollment

March 29, 2021

Presented By Tom Kennedy, CFP®: It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from Read More...
Your Guide to Medicare Planning

March 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: Did you know that the total projected lifetime health care costs (excluding long-term care) for Read More...
Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

February 15, 2021

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until Read More...
Real Estate and Self-Directed IRAs

January 18, 2021

Presented by Ben Murphy, CPA, PFS™: Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a Read More...
Curbing the Cost of Healthcare Shows a Doctor and Nurses in an Operating Room

December 28, 2020

Presented By Tom Kennedy, CFP®: Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing Read More...