1. March Madness & Retirement Planning

      With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball? We also discuss how the city you live in can have a drastic impact on your retirement plan. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click h…Read More

  2. The Roth Conversion

      Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into how a conversion works, how taxes are paid, and the long-term effects of this process. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have a…Read More

  3. Elections & The Market

      This year's election is on the horizon and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Matt and Nick discuss how to get through volatile times with reacting emotionally and the importance of their clients understanding the financial plan they put t…Read More

  4. COVID & The Markets

    The market has made a significant rebound since the dip in March. However, we should still proceed with caution and be wary that all of the economic effects of COVID-19 have not been felt fully. Matt and Nick will discuss how the markets take in information from the news and dive into the 5 companies that are driving the S&P 500 Index right now. If you have any questions, give us a call at 888…Read More

  5. What Will Retirement Look Like In A Trump Presidency?

    What will the United States look like during a Trump presidency? And more importantly, what will retirement look like over the next four years? We're going to focus on three major expected changes and issues that could result from this election. We're going to talk about Social Security, the "Fiduciary Rule" and much more. If you have any questions, give us a call at 888-228-8814. And don't forget…Read More

  6. How to Retire With Confidence

    You want to retire someday. You need to have enough income to support your lifestyle through retirement. And you’re interested in how you can maximize your retirement income so that you don’t have to rejoin the workforce. But how will you make your money work for you? One of the worst feelings as a retired individual is to come out of retirement and work again, but you don’t have to worry ab…Read More