Retirement Planning

Annuities in Retirement

S3E12 – Annuities and Insuring Your Retirement Play in new window | DownloadIn today’s episode, we dissect the often-debated topic of whether you need an annuity for retirement. With a straightforward approach, we explore annuities with both a small “a” and a capital “A”, debunking common misconceptions and laying bare the good, the bad, and the […]

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Ktf S3e5 Cover

S3E5 – When Should You Make Changes to Your Retirement Portfolio? Play in new window | DownloadJoin Dave and Nick as they discuss the important question of when should you make changes to your retirement portfolio.  Or should you?  Do you need to? How do you think about your retirement portfolio?   Watch on YouTube HERE On this podcast,  we’ve talked […]

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Step Two The Foundation Meeting

Step Two – The Foundation Meeting Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]

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Pension Choices

Pension Choices Play in new window | DownloadOften in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at […]

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Msu Retirement Plan Basics

MSU Retirement Plan Basics Play in new window | DownloadMichigan State offers three retirement plans that work together based on how much the employee intends to save. Here are some tips on how to make the most of them. The first two plans work together: the MSU 403(b) Base Retirement Plan receives the […]

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How To Financially Help Adult Children

How to Financially Help Adult Children Play in new window | DownloadMy adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversation about real life and real decisions. Oftentimes parents […]

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