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Oct 26, 2020

Nervous about the upcoming election? Afraid to make any moves with your money ahead of time? You’re not alone. This week, Laurel & Taylor discuss the uncertainty surrounding the election and how you can gain some perspective on how it might affect you financially. Plus, we’ll discuss what might happen to tax...


Oct 19, 2020

The chill in the air reminds us that 2020 is winding down, but there’s still time to make some financial moves before the end of the year. This week, Gary, Laurel & Taylor discuss the tax & Medicare decisions you might want to make soon – plus why it might make sense to refinance your mortgage. Schedule a time to...


Oct 12, 2020

USA Today says the recent reports on President Trump’s tax returns have some Americans wondering what they’re doing wrong when it comes to their taxes. This week, Gary & Gerald explain how you can take advantage of the tax rules to keep more of your money in retirement. Have a question about your retirement...


Oct 5, 2020

Let’s face it…we didn’t get much new information out of last week’s Presidential debate, but we do know what the candidates have proposed. So this week Gary & Laurel break down former VP Joe Biden’s tax proposal and what it could mean for your retirement. Want to know more about how the upcoming election could...