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May 27, 2019

The late NYC Mayor Ed Koch is known for asking his constituents, “How’m I Doing?” So why not ask yourself that same question about your retirement? Plus, Gary & Laurel discuss why so many baby boomers are working longer today, and how to make that a choice rather than a necessity.

May 20, 2019

When the markets get a little volatile like they have been over the last few weeks, you might start to question your investing style. Gerald & Laurel tell us how they approach that with their own clients. Could the IRS be sending Buckingham Palace – and the new royal baby – a tax bill? Plus, you won’t believe how...

May 13, 2019

Admit it…all of us were jealous when a Wisconsin man recently won a $768 million jackpot. But you won’t be jealous of his massive tax bill! Plus, some advice for husbands as we celebrate the Moms in our lives this week. And Gary & Gerald discuss the tricky situation for parents who want to help their...

May 6, 2019

This week, Gary & Laurel discuss how they help people determine the answer to the big question about retirement – “Do I have enough to retire comfortably?” And if you think a million dollars is the magic number, we’ll tell you why that may not be true. Plus, as we prepare for Mother’s Day, how much is your...