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Oct 30, 2020

Since the market crash from February of 2020, some financial analysts say that we haven't fully recovered.  How concerned should you be about your retirement for the rest of the year?  George and Zach discuss and detail a checklist that you should be following to keep you on the right track.

Oct 22, 2020

In 1986 President Ronald Reagan signed a tax reform bill into law that lowered the top income tax rate down to 28% from 50%. Overtime, congress has increased the top rate to 37%. Considering our national debt and the stimulus spending from the pandemic, it’s likely that more increases are coming. Then add...

Oct 9, 2020

The pandemic has damaged our economy, and some baby boomers are being thrust into retirement earlier than they planned. If you’re offered an early buy out package, furloughed, laid off or want to leave your career early for whatever reason… You’re left wondering: Can I pull it off? On this episode George explains...