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Claiming Spousal Social Security Benefits

Claiming Spousal Social Security Benefits

Almost everyone knows they'll receive social security in retirement. But many people don't realize that their spouse may qualify for spousal social security benefits as well! Social security is a big piece of the retirement puzzle. When should you claim? How do you...

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The Best Investors Share These Traits

The Best Investors Share These Traits

The best investors throughout history have all shared some common traits. You won't be able to implement the exact strategies as Buffett or Graham. But what you can do is implement their behaviors and beliefs into your own personal investing strategy. There is a...

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The 3 Stages of Retirement

The 3 Stages of Retirement

One of the most common misconceptions about retirement is that it is a single continuous event. You tell your boss, or whoever you need to, that you do not plan on working anymore and you're off into this new stage of life called retirement. Maybe there is a little...

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The Role of Bonds in Your Portfolio

The Role of Bonds in Your Portfolio

Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and...

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Should you Trust Retirement Calculators?

Should you Trust Retirement Calculators?

In this week's video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those...

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How to Use an HSA, a Health Savings Account

How to Use an HSA, a Health Savings Account

If you want an efficient way to save for future medical bills, look no further than an HSA, a health savings account. We always talk about our buckets approach. The idea is you mentally (or physically) separate your money into buckets, depending on what they will be...

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Where Should You Put Short-term Money?

Where Should You Put Short-term Money?

In this week's video, Casey discusses different ideas for where to put your short-term money. We get asked all the time, "I've got this money at the bank earning nothing. What should I do with it?". There are always trade-offs being made when you put your dollars...

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Watch What Investors Do, Not What They Say

Watch What Investors Do, Not What They Say

  In this week's podcast, Tim and Brendan begin by discussing how investors reacted to the Fed's comments last week. The conversation turns into a discussion about who is actually making changes to their retirement investments this year. The guys wind up shining...

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When Do You Want The Best Investment Returns?

When Do You Want The Best Investment Returns?

Everyone wants good investment returns all the time. But if you had to choose, would you want them early on or later down the road? Casey answers this question and more in this week's video. He uses the answer to this question, along with another example, to prove...

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What Happens If You Die Without a Will?

What Happens If You Die Without a Will?

If you die without a will, the laws of whatever state you lived (or owned property) in will dictate how your estate gets distributed. If last week's blog post didn't give you reason enough to create and regularly update your will, maybe this week will do the trick!...

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What Can I Expect My Investments to Earn?

What Can I Expect My Investments to Earn?

  We are often asked "what can I expect my investments to earn if I work with you?". While it is an important question, there is no easy answer. In this week's podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance...

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Don’t Worry About Social Security

Don’t Worry About Social Security

"It's not going to be around when I need it" "I'm putting all this money in and probably won't see a nickel of it in 15 years" In this week's video, Tom addresses these worries and discusses how social security is a crucial part of retirement income planning and why...

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8 Reasons Why Making a Will is a Good Idea

8 Reasons Why Making a Will is a Good Idea

What Is a Will? A will, or a Last Will and Testament, is a legal document that outlines your intention for the distribution of your assets after your death. It is an integral part of a comprehensive estate plan and helps your loved ones avoid legal and financial...

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