Should I Invest In A Traditional IRA Or A Roth IRA? What’s Better?
You know you need to save up for retirement but choosing the exact method to save can seem...
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Managing Healthcare Costs In Retirement Through Medicare Supplemental Plans
Note to readers/viewers: The following healthcare costs in retirement/Medicare video was...
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Inherited IRA Rules – Beneficiary IRA’s
When an IRA or Roth IRA owner dies, the account is passed to the named beneficiary. That...
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Selling a life insurance policy through life settlements
Life insurance is meant to cover your family—or loved ones—financially in the event of your death....
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Do I need long term care insurance?
First off, we do not sell any insurance whatsoever. While we advise clients on their individual...
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Asset-Liability Matching as a Retirement Income Planning Strategy
Asset-Liability Matching as a Retirement Income Planning Strategy Note to readers: The following...
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State of the Markets: How to invest now (when things are bad)
Please enjoy the webinar recording by hitting the play button: I’m Greg Phelps, the...
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The Best Travel Credit Cards
Best Credit Cards for Travel Rewards While many people have become fearful of credit cards, they...
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Year End Money Checklist
It’s no secret that the end of December is one of the most stressful times of the year for many...
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My Las Vegas Shooting Survivors Story, 58 RAOK Manifesto, and #LOVEWINS
I’ll start by saying this is by far the most difficult thing I’ve written in my life. The emotions...
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Social Security Scammer Alert and Disability Wage Reporting
Understanding your Social Security benefit options can be daunting. We are fortunate to have...
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What is a Homestead Exemption?
When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...
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