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Mar 25, 2019

A new survey finds that many Americans think certain tax breaks are illegal, but that’s not the case. Gary & Laurel discuss some of the most common misconceptions – and how to take advantage of certain tax strategies for retirement. One popular mutual fund manager once said investing was easy, but is it? Plus, could...


Mar 18, 2019

How much money will you need to get you through retirement? Jeopardy host Alex Trebek vows to continue working, despite a cancer diagnosis, but how do you plan for a life-changing event that might force you to retire? Plus, Gerald & Laurel discuss the latest tax proposal in Washington. We’ll tell you why the...


Mar 11, 2019

When do you hope to retire? 10 years from now? 5? Maybe one? This week, Gerald & Laurel discuss the steps you want to consider, as you count down the years to retirement.


Mar 4, 2019

This week, Gerald Green explains why working with an advisor might help you make a better decision regarding Social Security. Plus, do you have a good or bad 401(k)? There’s a lot of grumbling about lower tax refunds this year. And if there’s an age difference between you & your spouse, how does that change your...