On this segment of Consider This Program, learn why the number one wealth eroding factor is not investment losses but Uncle Sam! "Retirement Strategies "V" For Victory" Consider This Program with Joe

James Clear always says, "Success is never dependent on one thing, but failure can be!" Please tune in to learn about the 5 Critical Elements that we have found lead to financial stability on Consider

James Clear always says, "Success is never dependent on one thing, but failure can be!" Please tune in to learn about the 5 Critical Elements that we have found lead to financial stability on Consider

When you look at your investment and retirement accounts, why do you own what you own? How did you meet? How do you pivot and how do you measure success? We will provide our insight on Consider This P

Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and ho

You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals. Not all beneficiaries are the same, and not all your assets are equal.

When you elect to take Social Security can be one of the most significant financial decisions you will ever make. Most people fail to understand how the program works, the tax implication and how your

Staying educated and up to date on your investments and retirement plans is not always as easy as it sounds! On this episode of Consider This Program, we will discuss four costly mistakes you could be

When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong financial plan to prepare

Knowing the difference between marginal and effective tax rates is important, especially going into retirement. Where do you need to focus your attention? or email us at to schedule your complimenta