1. 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

  2. Rolling Over Retirement Accounts From An Old Employer

      The pandemic has caused a lot of turmoil in the job market. Many people have been laid off and now have to find a new employer to work for. But what should you do with your retirement account that's with your old employer? Matt and Nick talk about a few strategies you can utilize when making this big decision. Click here to listen to more episodes. If you have any questions, give us a call …Read More

  3. 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

  4. 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

  5. Underestimating What You Need In Retirement

    As thousands of baby boomers rush into the retirement system each and every day, planning for the retirement you hoped for can be a tough task. After all, people have worked a lifetime in most cases to accumulate what they have – and ever before, until now, have they had to attempt to develop a plan that will help them spend some of their savings. Common questions revolve around whether or not y…Read More