Oct 3, 2024
When it comes to planning for retirement, there's no shortage of advice out there. Unfortunately, much of it can be misleading or only half-true. That can be a problem for investors because they end up following guidance that doesn’t apply to their situation. Today we continue our two-part discussion on these...
Sep 26, 2024
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story.
Join us for part one of this discussion as we cover common misconceptions about market losses, portfolio...
Aug 22, 2024
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and...
Aug 8, 2024
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and...
Jul 18, 2024
In any sport, it is often the smallest, most consistent actions that make the biggest difference. In today’s episode, Michael shares insights from his experience coaching youth baseball to show that this philosophy is just as important in financial planning as it is on the field. Listen in as he shares 15 “little...