Dec 20, 2021
For anyone with a pension benefit through their employer, you know how confusing it can be trying to understand the value of your benefit and comparing the different options for how to collect it when you retire. In this episode, we share some background on pensions, talk about how the pension system has changed over...
Dec 6, 2021
While unfortunately there’s no silver bullet to avoid paying taxes entirely, there are a number of things you can do to reduce the amount of taxes you do have to pay. In this episode, we share our year-end tax planning checklist and walk through some of the different areas to consider and specific strategies you can...
Nov 22, 2021
Social Security can be a confusing topic with a lot of moving parts and options, scary headlines about its future, and generally speaking a great deal of misinformation and misconceptions. In this episode, we provide a comprehensive overview of Social Security. We explain what the system is and how it works, talk about...
Nov 8, 2021
Managing your cash can be a tricky balancing act. On one hand, you want to make sure you have enough for any potential near-term needs and to help you sleep well at night, while on the other hand, you don’t want to keep too much when you know you could be doing other, more productive, things with it. In this episode,...
Oct 25, 2021
When it comes to mortgages and refinancing, there’s no shortage of details and questions that come up. How much should I put down for a down payment? What length of mortgage should I choose? Should I do a variable rate or fixed rate? Is it better to escrow property taxes and insurance or not? How do I know whether or...