Are the investment markets getting you down? Causing you sleepless nights?  Wondering where to invest?  One choice to avoid market losses can be using certain kinds of annuities – but are they right for you?

With so many complicated changes to the rules, potentially affecting your retirement savings, we've invited author and speaker, CPA Ed Slott. Ed is known as the ‘best source of IRA Advice’ in the country and he will guide us through some of the highlights and effective dates of this most recent Act.

High inflation is a big topic, and it affects everyone in different ways. However, there are some practical day-to-day things you can do to help ease the pain, and we’ll share some of those with you!

Many employers can’t find workers while others are implementing massive layoffs. If you or someone you know has had an unexpected layoff this could have you asking: “How will a layoff impact my chances to retire?” And that’s just one of the questions you need to address! Get answers to a number of common questions as we walk through a 10-step guide to help you through this big change!

One of the most common concerns for retirees is the fear of running out of money in retirement.   While some advisors may suggest loading up on stocks or investing in riskier investments, chasing higher returns, that’s not the right answer for everyone and probably not for most. There are other choices that can work quite well.  

Critical tax planning is an important part of retirement planning! QCD’s and Roth Conversions are some easy strategies to use.  We’ll talk about those and a couple of other strategies that could help you keep a lot more of your money in your pocket and not send it to the IRS!

Have you seen the videos of incredible mazes of dominos that create amazing images when they fall down in a carefully predesigned manner? It takes years of study and practice to get it just right. But, with the slightest bump, they'll go crashing down in total disarray. A similar chain reaction in our economy could threaten your retirement.