By Brian Fricke You’re looking forward to a worry-free retirement now more than ever—but is your savings ready to foot the bill? When it comes to retirement savings, tax implications often drive our decisions; IRAs (individual retirement accounts) are no different. Both a traditional IRA and a Roth IRA come with a tax benefit, and it’s vital to understand the … Read More
By Brian Fricke We live in a world of uncertainty, and with every new day comes a new challenge. We can’t predict the future and what it holds, but we can take the steps necessary to ensure these challenges don’t get the best of us. Throughout all the uncertainty, there should always be one thing you’re sure about—and that’s insurance. … Read More
We use success rates on a scale of 1-100 to give clients ideas of their odds of having a successful retirement. Of course, common sense says you want to score 95, not 50, but I’m going to suggest a 50% success rate in your retirement planning might actually be better than a 95% success rate. Here’s why….
Watch this short video to learn the best way to guard yourself against rising inflation.