Everyone wants to get the year started on the right foot so today were going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share s

We all seem to have a renewed focus on our health as the new year rolls around so lets take some time to talk about your financial health and a few of the key indicators that show youre in good heal

Having certainty in retirement is always the goal, but life just doesnt allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for

In this episode, well weigh the pros and cons of different accounts, starting with tax-deferred accounts like 401(K)s and IRAs. Then well shift to the tax-free options and the benefits that Roth IRA

In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and es

Everyone we work with will have a different comfort level when it comes to risk, which we account for when building a plan. But what does it mean when someone tells us they are risk averse? So how do

Its pretty hard to believe that its been nearly 30 years since the movie Forrest Gump hit theaters. In case you needed another reminder of your age, there you go. That was one of the great movies of

If youre someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. Were going to ask Craig and Jennifer about some planning items

Are you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding ca

All the statements were going to talk about on the show today are all commonsense items that pretty much no one would disagree with on the surface. But for some reason, our actions often dont line u