Articles and Videos


Making Your Social Security Decisions Easier – Season 1: Episode 12
Many people who aren’t old enough to receive their benefits yet don’t give much thought to Social Security. They figure it will be there for them in some form or another when they retire, but as to when they should begin taking it, well, that’s not something they keep on their mental front-burner. It’s often… View Article


IRA Withdrawals: Take Them Now or Later? – Season 1: Episode 11
When it comes to finance, conflicting advice is everywhere. This is especially true when people have questions about when they should start taking money from their traditional IRAs: Should I start early, or wait until I’m required to take the money out? Is my withdrawal going to be taxed? Does an IRA withdrawal affect my… View Article


The 3 Questions That Every Confident Investor Should Ask – Season 1: Episode 10
The current bull market is 11 years old as of March, 2020. This seems to have given more than a few investors the mistaken idea that stocks will continue to climb forever. Whenever markets are flying high, or (on the other side) when they’re sinking into oblivion, people tend to overreact and do something that… View Article


How the SECURE Act Affects You – Season 1: Episode 9
The SECURE Act, passed by Congress at the end of 2019 and effective on January 1, 2020, provides several reforms to 401(k) accounts, IRAs, college savings accounts, and more. A couple of long-standing rules, including the age at which most people must begin taking their required minimum distributions, were amended. These changes created both opportunities… View Article


A Tax Strategy You Never Knew Existed- Season 1: Episode 8
A few episodes back, we talked about the benefits of charitable giving for both the recipient of the gift and the giver. The one who receives the gift gets the benefit of the gift itself. The one who gives the gift may be entitled to (among other things) a tax benefit for their generosity. Some… View Article