Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Should you cancel your life insurance policy? There are many things you consider when you look at Life Insurance. Should you keep paying that premium or cancel it? We will discuss the...
One of the most significant hurdles to overcome if retiring before age 65 is health insurance costs. It is expensive and can break your retirement budget before qualifying for Medicare. What if I told you the cost of health insurance might have been drastically...
Overpaying fees and expenses an area of investing that requires dedicated focus. Twice last year, our firm changed ETF providers due to cost versus benefit. The reduction of fees does not guarantee outstanding performance, but unwarranted or necessary fees and...
Consider This Program (Live Stream) The theme for this episode is "Financial Mysteries and Myths"! In this episode we will cover: -The Magical Roth IRA -How Does Wall Street really get paid? -Insurance may have you throwing money out the window. -One wrong choice...