Dec 31, 2021

Hear Steve talk about the "Income For Life" tool that he uses to help his clients, and how he can help you. Then, President Biden is pushing trillions of dollars in new spending … and his supporters in Congress are considering several different tax hikes to pay for it all.  One of them is a so-called “death tax”...

Dec 17, 2021

While a lot of talk surrounds the fear of inflation pushing us into another recession, an expert says we may already be in one.  Dartmouth College professor David Blanchflower points to two major indices of consumer confidence that have dropped more or just as much as they did ahead of the 2008 crash.  He believes that...

Dec 10, 2021

Believe it or not we’re already in the fourth quarter of the year!  And Morningstar’s Christine Benz says that means it’s time to take stock of your investments…what are some other things we might want to look at as we approach the end of another year? Do you have any retirement accounts that you’re not aware...

Dec 3, 2021

One of the most basic retirement planning questions people have is  “How am I doing?”  We want to know if we’re on track for a comfortable retirement, or if we might need to change something.  To help, Fidelity came up with some so-called “benchmarks” for how much money we should have set aside, by certain...

Nov 26, 2021

Liz Weston, a personal finance writer for Nerd Wallet, says you can gain … or lose … as much as $100,000, just by the way you claim Social Security!  And she says you never want to make your claim based on something a Social Security employee tells you.  But if we can’t rely on someone who works there to give us...