When people plan for retirement, they typically focus on the financial aspects of it. However, there are many other things to consider. It is important to have a sense of purpose to ensure you live a fulfilling life once retired. Watch this video to learn seven core values that may help you create your own sense of purpose.

The path towards healthcare coverage in retirement starts with enrolling in Medicare Part A and B. However, it’s only the first step! Signing up for supplemental coverage will save you from out-of-pocket costs beyond the cost of Medicare Part B. On this episode, I’m going to cover Medigap and Medicare Advantage plans, their pros and cons, and how to decide which plan is best for you.

A great year-end tax strategy for Connecticut residents is a contribution to the Connecticut Higher Education Trust, also known as the CHET Plan. If you’re preparing to send someone to school, this is an excellent way to save while receiving deductions and creating tax-deferred growth. On this episode, learn five ways to get the most out of contributing to CHET accounts or other qualifying 529 plans.

I want to ensure you're setting yourself up for success in 2023. A great way to do that while helping you save for retirement is opening a Health Savings Account (HSA). On this episode, I'm going to break down the three reasons why opening an HSA is a smart retirement planning move and how to choose the right HSA provider.

With the rise in inflation, we saw a rapid surge in housing prices. Housing prices in October 2022 were over 38% higher than where they were at during the start of the pandemic. Since then, prices have started to revert but remain significantly elevated. In addition, mortgage rates are at the highest level in over 20 years, further increasing the price to purchase a home. So, you may wonder, is now a good time to buy a second house? If not, when?

Throughout this video, I will review the three best ways to save for retirement.  This includes which accounts to use, how to contribute, and the pros and cons of using each account.  A lot of you will be surprised to see my third recommendation as it's not usually considered a retirement savings vehicle.  That said, this is one of my favorite topics to cover because it applies to anyone retiring in the future, which includes all of you!

In this episode, I will review Asset Allocation and why it is important. Your allocation is one of the largest determinants of your portfolio's total risk/return. Another thing that I will cover are four ways that you can calculate your current asset allocation. Therefore, if you are unsure of your current allocation, then I'd recommend you watch this video.

Do you plan to leave your job in the near future? If you have a 401(k) with this employer, then you are going to have some decisions to make. Therefore, if this applies to you, then I'd suggest you watch this video as I will explain all of your options including the tax and fee implications.

Many bond funds had their worst performance in 2022. Throughout this period, money market funds have paid the highest rates of interest seen in over 20 years. With that in mind, should you sell your bond funds and reallocate into money market funds? Watch this episode to find out!

The TD Ameritrade and Charles Schwab merger is occuring over the Labor Day weekend. Which means the number of people that hold money with Schwab is about to increase significantly. Throughout this video, I will explain a few different investment options that Schwab clients can take advantage of to increase the amount of interest they receive on their funds.

In 2019, Charles Schwab acquired TD Ameritrade. Over the Labor Day weekend (September 2-3), all accounts will finally be transfered over to Charles Schwab. If you hold funds with either of these custodians, then I'd recommend you watch along to learn what you need to do before the transition.

In this video, I will teach you how to withhold Federal Income Tax from your Social Security benefit. This includes which form to fill out, where to find it, and how to do it.

In this episode, I will explain the tax rules in regards to Social Security. If you are approaching retirement, then I'd recommend you watch along to better understand how much you will pay in taxes.

In this episode, Ryan dives into the world of Health Savings Accounts (HSA's) to shed light on three crucial mistakes that can impact your financial security. With his wealth of expertise, Ryan equips you with essential knowledge to make the most of your HSA and avoid common pitfalls. If you have or are eligible for an HSA then this is the episode for you!

On this episode, we are joined by the Tax Goddess to review five tax strategies for high-earning LLC's. Many of these strategies are associated with low risk to the user when executed correctly. Therefore, if you own an LLC and want to reduce your tax bill then this is the episode for you!

Series EE Savings Bonds have been around for over three decades, which means that some of you listening likely hold them. You could have purchased them yourself, received them as a birthday gift, or inherited them. No matter how you acquired them, if you currently hold Series EE Bonds then you should understand what they are.

There can be a lot of confusion around enrolling in Medicare. Many of my clients believe they HAVE to enroll once they turn 65, but that is not necessarily the case. On this episode, I’m clearing things up by going over five questions you should ask before enrolling in Medicare at age 65.

In celebration of Financial Literacy Month this April, I want to discuss how to get the most out of your banking experience. On this episode, we’re talking about compound interest and how your big bank could stop you from benefiting from this simple financial literacy concept. As well as recommended alternatives to keep your money safe and working for you.

The Silicon Valley Bank collapse has many listeners worried about the health of other banks like Charles Schwab and TD Ameritrade. On this episode, I want to address the safety concerns you and others may have about your investment accounts with TD Ameritrade and Charles Schwab.

The process of writing a will can feel scary, overwhelming, and time-consuming. Studies show that 50 to 60% of Americans do not have one. However, creating a will is the cornerstone of every estate plan. On this episode, I’m going to give you five reasons why you should write your will now and the best ways to get started.