Reasons families fail when transferring wealth 9-11-21
Things can go wrong when families are transferring wealth to the next generation, I’ll explain how to remedy that. I also have questions children can ask their aging parents about their finances. And there’s many older folks that have retired and they’re ready to volunteer and help out on a scale never before seen. I’ll go into that as well.
Managing your credit cards 9-4-21
We’ll have a list of things for you to account for when planning to retire. Understanding how to manage your credit cards is essential to having a good handle on your finances, I’ll go into detail on that. And if you’re nearing retirement this might be a good time to do away with some of your possessions.
Retirement yes or no 8-28-21
We will explore the top reasons Americans DO NOT want to retire AND we’ll look at what motivates you to retire, and how did others take that leap. Plus, Congress aims to help retirement savers find lost 401(k) and pension plans.
Control prescription costs on Medicare 8-21-21
We'll be looking at how to rein in pricey prescription costs if you're on Medicare. We'll also discuss what is "liked" and "not liked" when it comes to Social Security. And the key to a more secure retirement starts with having an exit strategy during your working years.