Resources & Insights
Navigate the complex world of finance with resources to help you stay informed and inspired.
Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you're experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.
THE PLAN WISE, RETIRE FREE PODCAST
with Jude Wilson, CWS®, MBA, BPC™
Eye-Opening Events and
Client Appreciation Celebrations
Financial Termites are eating away at your financial security. Financial Termites are the ways in which you may be unknowingly and unnecessarily losing money over time. These “termites” are expenses, or financial habits, that slowly eat away at the security of your financial foundation. These can quickly, and significantly, add up over time and...
Join us for an eye-opening online event that’s essential for anyone with retirement funds: “The Tax Bomb” webinar. About the Webinar: As 2025 approaches, significant policy changes are on the horizon, and they have the potential to shake the foundation of your retirement plans. Don’t let these tax risks catch you off guard! “The Tax Bomb” webinar...