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Mar 23, 2020

The recent market sell-off is worrisome for retirement savers. This week, Gary & Gerald break down the facts versus the fear. Plus, Gary outlines the steps to consider if you’re laid off, still working or already retired. Don’t forget…you can get your personalized risk score at 

Mar 18, 2020

Sure, the headlines are a little scary right now, but does this volatile market present some opportunities? Gary & Gerald discuss that this week. Don’t forget…you can get your personalized risk score at!

Mar 9, 2020

As the coronavirus spreads, so does fear on Wall Street. This week, Gerald & Laurel offer some perspective on the headlines and what it means for your retirement. Drop us an e-mail with questions for your Money Mentors at 

Feb 25, 2020

A new survey says 44% of couples who are married or living together are keeping financial secrets. Gary & Laurel discuss why that can damage your financial future together. Plus, credit card companies are raising fees again. You might notice that, but what about the fees you’re paying on your...

Feb 11, 2020

This month marks the 107th anniversary of the 16th Amendment authorizing the income tax! But not many of us are celebrating. Gerald and Laurel discuss ways to help maximize your tax savings in retirement. Plus, a new study has some interesting numbers on what it might take to retire in Michigan. Drop us an e-mail with...