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Jun 29, 2020

You might feel limited with what you can do during the pandemic, but that doesn’t mean you can’t dream! This week, Gary & Laurel discuss how to start building a retirement plan that covers more than just the basics, plus some of the “bucket list” things people have shared with them over the years. Share your...


Jun 22, 2020

Did you know that New York charges you a tax if someone pre-slices your bagel? And in Maryland, you pay a “flush tax” for water? You may not believe all the creative ways that governments have decided to tax us, but did you know there are ways to take more control over your taxes in retirement? Gary & Laurel discuss...


Jun 15, 2020

A Bankrate survey estimates that 31 million Americans have taken – or plan to take – early withdrawals from their retirement accounts during this financial crisis. But what are the long-term effects of borrowing from your savings?  Plus, what if you get an early retirement or buyout offer? Gary & Laurel discuss...


Jun 8, 2020

Stocks have rebounded nicely from their March lows, but is the worst behind us? Gary & Gerald explain why there may be more rough months ahead and how to prepare yourself for that. Plus, we’ll discuss the things your H.R. department may not be able to tell you about your 401(k). Talk to your Money Mentors about...


Jun 1, 2020

Expect to see more buyouts & early retirement offers in the next few months as companies deal with the fallout from the coronavirus crisis. This week, Gary & Laurel discuss what to consider if you get one of those offers. Plus, many businesses are passing on a “COVID-19 surcharge” to their customers. You...