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Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”
Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid it?
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8Â months, 1Â week ago
The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?
On this episode:
Only 25% of people use a financial advisor. What are their reasons for going it on their own? 72% of seniors wish they could go bac…8 months, 1 week ago
70% of People in a Study Say THIS Will Be Key to a Successful Retirement
Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of.
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8Â months, 2Â weeks ago
5 Things to Give You the Green Light for Retirement
There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give y…
8Â months, 2Â weeks ago
A Common Find in Our Retirement Portfolio X-Ray
When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we disc…
8Â months, 3Â weeks ago
How Has the Big Beautiful Bill Changed Your Retirement Planning?
Taxes, Social Security, and Healthcare. The laws keep changing. What do you need to know about the Big Beautiful Bill?
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8Â months, 3Â weeks ago
If You Die with Millions, Your Financial Plan Failed!
The fear of running out of money is real, and it has created another new problem in retirement.
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8Â months, 4Â weeks ago
Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings
On this episode:
TINA is back! People believe There Is No Alternative to the stock market. Are they correct? You may not spend too much or run out o…9 months ago
Do You Have to Be On the Market Roller Coaster?
The CBS Morning Show is following people getting ready for retirement. After the April market pull back, they visited with one couple from Boston who…
9Â months ago
The Angry Dog Ready to Take a Bite Out of Your Retirement Money
Charisse and her daughter Ella have fun with Dog Bite Awareness month. How big and bad is the dog after your retirement money?
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9Â months, 1Â week ago