When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved ones. In this episode, we dive into the details of gifting and discuss three key questions you should ask yourself when considering making a financial gift.
The day has finally come…your retirement date. Now what?In episode two of our three part retirement series, we talk through all the facets of...
It was up for years. And then in March 2020, the stock market collapsed.Now it’s back up, but inevitably, the stock market will go...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...
