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Oct 11, 2021

As we head into the year’s fourth quarter, we hope the markets keep holding up, but rising taxes may be a threat on your investments. Russ explains why this might be. Plus, few Americans plan to work well into their 60s. While retiring early is great for those who can pull it off, you need to avoid these potential...

Sep 27, 2021

Bill Gross, aka “The Bond King,” now says bonds are trash, but other strategists disagree. If even the so-called experts can’t agree, what are retirement investors supposed to think? Plus, why you may need to break up with your financial advisor as you approach retirement. Want to learn how to put your “dead...

Sep 20, 2021

“Tax season,” for most of us means February – April. But there are, in fact, many things that can be done in the Fall regarding your tax planning. Russ shares ideas on what you can work on before the end of the year, in effort to reduce your future tax obligations. Visit  

Sep 13, 2021

Long Term Care can cost $100,000 + a year. So, how can you plan to cover those costs? Russ weighs out some pros and cons between buying insurance or self-funding. Plus, these tweaks can make a noticeable difference in your taxes. Learn how you may be able to reduce future taxes, visit  

Aug 30, 2021

The housing market is HOT! For people who were planning to downsize anyway, should they go ahead and list their home now? Or…what if you don’t want to move. Can you afford to keep your home through retirement? Russ talks building a plan from both sides of the spectrum. Do your home goals align with your retirement...