If you were busy with the holiday hustle-and-bustle, you may have missed some of the details of the SECURE Act. Your retirement planning process will likely need to be […]
Some Americans are making their financial health a priority in the new year with resolutions to increase savings, reduce debt, and cut unnecessary spending. According to a survey conducted […]
As a senior you should plan to protect your health no matter where you might venture. If you currently have Medicare or a Medicare Advantage plan, you shouldn’t have any […]
EPISODE SUMMARY Should couples have married or separate financial accounts? With the help of couples therapist Dr. Matt Morris, we dive into the pros and cons of each – as […]
Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward […]
More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial analysts will talk about the economy and the stock […]
The 2020 contribution and benefit limits have been released by the IRS. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift […]
EPISODE NOTES Today, Erik and Jag are joined by licensed family therapist Roy Salgado to discuss how we can teach our kids healthy financial habits. There are 4 common responses […]
In most cases, the actions of the Federal Reserve lowering interest rates are a good thing because a lot of economic activity depends on the ability of businesses to borrow […]
