Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees. In this episode, Jim Kruzan, CFP, CRPC, uncovers multipl

Are you passionate about making a difference? In light of Giving Tuesday and our 10th annual One Warm Coat Drive, we are taking a break from financial topics to discuss how to create a positive impact

Between 50 and 72, there are significant birthdays that can impact your retirement finances. These age-based milestones can help you grow your retirement nest egg, avoid financial penalties, withdraw

Imagine a retirement where youre free from the fear of rising, and sometimes unexpected, medical bills. In a world of ever-rising healthcare costs, a solid understanding of Medicare is a necessity! I

Picture this: Youve crafted the perfect retirement plan. Youve dreamt about it, and its finally here. But then, life throws you a curveball. Suddenly, your well-laid path takes an unexpected detour

When should I start taking Social Security? Can I claim spousal benefits? If yes, how much? How will my Social Security income be taxed? These are some of the questions that many retirees (and s

Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road! In this episode, Jim Kruzan

How can you save for retirement if you dont know how much money youll need? Its time to calculate your financial finish line so you dont run out of money during retirement! In this episode, Jim Kr

Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily living expenses? Thats a hefty price tag that ca

Have you ever heard about the Health Savings Account (HSA) used in retirement planning? Simply put, if a 401(k) and a Roth IRA were to produce an offspring, it would be the HSA because of its unique