Social Security Update 2024

Proactive Inherited IRA RMD Planning

There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.

Frightful Financial Mistakes

With Halloween around the corner, Paul and Garrett discuss a few of the financial mistakes people can fall into.

Social Security Update 2024

The latest cost of living adjustment (COLA) was announced for Social Security beneficiaries. Paul and Garrett discuss its impacts.

Healthcare Costs in Retirement

Paul and Garrett discuss the big rocks of healthcare costs in retirement: Health Insurance and Long-Term care planning.

Is My 6% Income Strategy Too Risky?

Paul and Garrett discuss how a 5-6% fixed income interest rate could impact your investing allocations and income plan.