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retirement income planning

Clear Your Financial Clutter This Spring

Spring has sprung and it's time to start the process of spring cleaning. We're talking today about how you can clear the clutter this spring to help your...

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Financial Literacy: What It Means For You

April is Financial Literacy Month and we want to celebrate with you! Bruce and Peg give a short lesson on what financial literacy can do for you.

Questions...

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A Social Security Check Up with Rhonda Whitenack

April is Social Security month and Rhonda Whitenack joins the show for a Social Security check up. 

Questions Answered Include: 

  • If I have a history of heart...
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Making the Most of Financial Literacy Month

April is National Financial Literacy month. While it’s wise to think about your finances year-round, we thought this would be an appropriate time to help you...

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What to Consider if You're Ready to Become a Snowbird
What to Consider if You're Ready to Become a Snowbird

Couple on Beach

We’re nearing the end of winter, but if the cold is keeping you down and you’re thinking of avoiding it all together next year by heading south, Bruce has some things you should consider.

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retirement income planning


How to Maximize Your Tax Refund Benefits

With the changes that came along with tax reform, some individuals aren’t getting the tax refunds they were expecting. If you expect to be one of those who owes money...

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Estate Planning 101 with Kate Maier

Estate planner Kate Maier joins the show to talk about the things people don’t know and should about estate planning.

Questions Answered Include: 

  • If I want to start...
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Financial Planning for One

 When it comes to financial planning, we often talk about it in terms of the couples we work with and how we see their retirement plans change. They deal with aligning...

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Our Tips to Help You Create Your Own Luck and Pot of Gold

This St. Patrick’s Day weekend, Bruce and Peg give you some tips on how you can create your own pot of gold for retirement.

Questions Answered Include: 

  • Where would...
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What to Do If You Find Your Own Pot of Gold

Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find your very...

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Clear Your Financial Clutter This Spring

Spring has sprung and it's time to start the process of spring cleaning. We're talking today about how you can clear the clutter this spring to help your financial...

Read and Listen
Financial Literacy: What It Means For You

April is Financial Literacy Month and we want to celebrate with you! Bruce and Peg give a short lesson on what financial literacy can do for you.

Questions Answered...

Read and Listen
A Social Security Check Up with Rhonda Whitenack

April is Social Security month and Rhonda Whitenack joins the show for a Social Security check up. 

Questions Answered Include: 

  • If I have a history of heart disease...
Read and Listen
Making the Most of Financial Literacy Month

April is National Financial Literacy month. While it’s wise to think about your finances year-round, we thought this would be an appropriate time to help you brush up...

Read Article
What to Consider if You're Ready to Become a Snowbird

We’re nearing the end of winter, but if the cold is keeping you down and you’re thinking of avoiding it all together next year by heading south, Bruce has some things...

Read and Listen