Do You Know What Tax Bracket You Are In?

Do You Know What Tax Bracket You Are In?

The beginning of the year means… tax time! If your income fluctuated in 2022 that means your tax bracket may have changed. So be sure to dig out and review all of your relevant documentation like last year’s tax return, your Form W-2, your latest paystubs,...
Is it Okay to Change Plans in Retirement?

Is it Okay to Change Plans in Retirement?

Everyone has expectations for what they’ll do when they retire. But what happens if you get there and want to change plans? In this week’s podcast, Tom, Tim, Brendan and Casey discuss whether or not it is okay to change plans in retirement. The guys also...
63% of Investors Reported Making This Mistake

63% of Investors Reported Making This Mistake

How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week’s video. He shares research that...
The Biggest Financial Stories of 2022

The Biggest Financial Stories of 2022

In this week’s podcast, Tom and Casey recap the biggest financial stories from 2022. There was no shortage of things to talk about this year, from inflation and unprecedented interest rate hikes, to one of the most volatile years ever for the stock and bond...
What Does a $1 Million Retirement Look Like?

What Does a $1 Million Retirement Look Like?

In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...