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financial planning

Will your RMD make you run out of money?

March 19, 2025

Are you relying on CDs for your retirement savings? That could be a big

Are 5% CDs a good deal?

October 15, 2024

Here’s How to Vet a Continuing Care Facility

July 1, 2024

Considering selling your home to find a situation that better meets your needs in

Insurance Risk: Another Reason Real Estate Isn’t All It’s Cracked Up to Be

June 28, 2024

Most investors who are trying to figure out what to do with their savings

A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions

April 25, 2024

Today, Paul, Evan, and Ira talk about how frustrating it is that the average

Social Security Education Without the Sales Pitch

April 24, 2024

Today, Paul talks about his most recent webinar on Social Security and why it’s

Tax Planning Through The Four Phases of Retirement (Part 2)

March 28, 2024

How much you save for retirement is important, but what’s more important is how

Tax Planning Through the Four Phases of Retirement (Part 1)

March 27, 2024

How much you save for retirement is important, but what’s just as important is

What Happens When a Financial Decision Comes Before a Moral Decision

March 26, 2024

Evan brings a column from MoneyWatch that talks about what happens when people get

After 2020, Americans Want a Different Kind of Retirement

March 25, 2024

A survey shows that most Americans don’t see retirement as a time to kick

The Industry Is Profiting From Young Investors Who Want To Make a Difference

March 22, 2024

Jim at the Goodlettsville office sent Paul a summit for younger investors held by

This Inheritance Turned From a Gift Into a Nightmare

March 21, 2024

If you’re going to go through the trouble of doing estate planning, you need

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