Search

What can you do to prepare for the rising cost of health care? In this episode, we’re chatting with Wealth Advisor Mike Fleischhauer on how to plan for medical expenses in retirement, health insurance options for early retirees, and the pros and cons of long term care insurance.

In this episode, we discuss preplanned and prepaid funerals, the difference between a prepaid funeral trust and a life insurance policy, and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones.

As an increasing number of companies are choosing to make remote work a permanent fixture, the ability to maintain work-life balance will become imperative for both managers and employees alike.

The pandemic has had a significant financial impact on women of all income brackets. In this episode, we chat with Area Investment Executive Deena Espinosa about what steps women can take to rebound and recoup their lost wealth.

For many investors, the COVID-19 downturn underscored the importance of staying the course and understanding risk tolerance.

In this episode, we discuss the financial lessons learned during the pandemic and how you can incorporate those lessons as you plan for the future.

This episode will explore how a property manager can help inexperienced land owners with alternative investments like land, oil and gas, etc., particularly those who may have inherited land unexpectedly.

This episode will discuss the goal of early retirement, exploring the type of strategy and tactics an individual would need to put into place to retire before the age of 60.

As times change, expenses rise, competing fundraising events proliferate, and enthusiasm for legacy events wanes, endowments are more important than ever. This episode will discuss how to structure your endowment for the long-term success of your nonprofit.

Those in the music industry have their own unique set of financial needs. Multiple sources of income ranging from tours to royalties can make financial planning challenging. This episode will discuss what singers, songwriters, and others in the music industry can do to prepare financially, and the steps they should take to safeguard their future.

In recent years, the age of the average American farmer has risen to 58 years old. As aging farmers approach retirement, they often find themselves without a younger family member willing and interested to take over the farm. This episode will discuss some of the options that retiring farmers have.

For those who choose to remain unmarried and have opted to not have children, estate planning can be difficult. This episode will cover the unique estate planning needs of individuals with no heirs, from choosing a power of attorney or executor to steps to take to safeguard your estate.