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...

Sep 28, 2020

You probably have your own opinions about who you’d like to win in November, but what would Wall Street prefer? We’ll hear market historian Sam Stovall’s take on this episode, plus Gary & Laurel offer some perspective on how the election could affect us financially.  This is also the topic of our October...

Sep 21, 2020

By now, most of us have had enough of 2020, but one analyst says next year could be one of the best economic years in U.S. history. So how can we position ourselves for a better 2021, especially with an election coming up? Gary & Laurel discuss that, as well as offer some perspective on politics & your finances. Don’t...