Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Unique Financial Planning Challenges
Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.
Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
We’ve got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it’s short-sighted to only have an interest in saving money you already have.
Things You Can’t Control (And Things You Can)
In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.