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Nov 25, 2019

As we wrap up 2019, many of us spend some time looking back on the past year thinking about accomplishments, as well as missteps. Hopefully, you’ve learned lessons from both. George explains how and why you should assess your retirement, and make sure you’re on track to reach your goals for 2020 and beyond!

Nov 18, 2019

Are pension plan participants being shortchanged when their former employers offer them lump sum buyouts? Well… it depends. On this episode, George explains how you should evaluate any pension options you and your family are offered.

Nov 11, 2019

When you have an annual checkup with your doctor, he or she spends time listening to your concerns and providing counseling for your particular needs. On this episode, George explains what should be included in an annual “financial checkup,” and how it impacts the well-being of your retirement.  

Nov 4, 2019

It’s an overwhelming reality, but millions of Americans are struggling to care for a spouse, aging parent or family member suffering from serious health issues. Caregiving responsibilities can unfortunately take a toll on the caregivers’ emotions and finances. George illustrates why it’s not only important to...