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Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.
Where do you turn when a family member is showing signs of memory loss or in the last stages of life. We talk to Jonathon Fleece of Empath Health.
Li…
9Â months, 2Â weeks ago
Over 70% of People in Retirement Say They Wish They Had Done THIS
Taxes may be one of the biggest surprises in retirement. The time to develop a plan is BEFORE you retire.
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9Â months, 2Â weeks ago
Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances
On this episode:
Many market timers are kicking themselves right now. Are you one of them?
Do you really have to slog through a few more years on…
9Â months, 3Â weeks ago
7 Places NOT to Put Your Retirement Money
Everyone has an opinion where to put your money. We have a list of places to avoid.
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9Â months, 3Â weeks ago
The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
On this episode:
The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a per…9 months, 4 weeks ago
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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10Â months 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…10 months 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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10Â months, 1Â week 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…
10Â months, 1Â week 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…
10Â months, 2Â weeks ago