Dec 19, 2019

2020 is just around the corner – and it will be the start of a new tax year. But have you taken advantage of the newest tax rules that have been in place since 2018? If not, it might be time to make some New Year’s tax resolutions!  Gerald & Laurel explain the changes & why this is the best planning opportunity in...

Dec 9, 2019

You can’t escape the political headlines these days, but should you let that interfere with your investment strategy? Brian Kilmeade of “Fox & Friends” weighs in on that. Plus, how can working with a tax-savvy advisor help you keep more money in retirement? Have a question for your Money Mentors? Drop us an e-mail...

Dec 3, 2019

There’s a lawsuit making headlines that has Gary fuming this week! You won’t believe this one. Plus, why Gary & Gerald are fired up about the market & taxes this time of year. Remember, you can drop us an e-mail with your questions for your Money Mentors online at 

Nov 19, 2019

Remember the shock of getting your first paycheck and realizing it wasn’t all yours? Well, the same shock hits a lot of retirees when it comes to taxes. This week, Gary & Laurel discuss some options on minimizing the tax hit in retirement. Plus, why a downturn in the market in the first few years of retirement can be...

Nov 11, 2019

Gary & Gerald have a little fun this week discussing how they help people cross things off their bucket lists in retirement. Plus, CNBC says some couples are considering a divorce – over taxes! Yes, this really happens! We’ll discuss how you might be able to save without making such a drastic move. Remember, you...