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Consider This Program - Main

May 28, 2021

Learn how discipline, maintenance, and the process is the key to being financially independent.

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May 27, 2021

Find out why taking social security at 70 may make the most financial sense. Social Security and taxes play a bigger role in your retirement than you think.

 

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May 26, 2021

The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient future.

 

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May 25, 2021

Deciding when to take your benefit may be a million-dollar decision. Do you have the information to make the best decision?

 

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May 21, 2021

You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could...