Jul 31, 2023
Which is better: an IRA or a 401(k)? George Fossing and Zach Jenkins discusses how to utilize different accounts to set yourself up on the best path for retirement. They also discuss when you should start removing money from your portfolio and how to take the first step towards a spending plan in retirement.
Jul 17, 2023
What makes the Carolina's one of the best places to retire? George Fossing and Zach Jenkins breakdown the top states retirees are moving to and what financial plans you should update when going to a new state. They also discuss the best time to get a portfolio checkup and the advantages of working with a team of...
Jul 3, 2023
Will you be able to retire on your own terms? George Fossing and Zach Jenkins discuss the steps you should make now as you plan towards your financial future. They also talk about changing your investment strategy after you leave the workforce and the importance of having a diverse portfolio.