<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1421837511439089&amp;ev=PageView&amp;noscript=1">

retirement income planning


A Social Security Check Up with Rhonda Whitenack
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. 
Read and Listen
Making the Most of Financial Literacy Month
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
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 you...
Read and Listen
How to Maximize Your Tax Refund Benefits
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...
Read Article
Financial Planning for One
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...
Read Article
Retiring in 2020? Here's What You Need to Know
Retiring in 2020? Here's What You Need to Know
Marking the halfway point of 2019 means new opportunities and new goals for 2020. For some of you, one of your goals might be entering retirement. It’s an exciting...
Read Article
Do You Have a Full Picture of Your Retirement Income?
Do You Have a Full Picture of Your Retirement Income?
Do you have a clear projection of your retirement income? Bruce and Peg discuss an easy way to reflect on your savings and look forward to your retirement goals.
Read and Listen
Planning Tips for Your Dream Vacation
Planning Tips for Your Dream Vacation
Many of us plan to travel in our retirements, but planning can be tricky. Bruce and Peg talk about planning for that dream vacation as you near or enter retirement.
Read and Listen
Clear Your Financial Clutter This Spring
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 future.
Read and Listen
Financial Literacy: What It Means For You
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.
Read and Listen