Jan 18, 2021

Interest rates are low right now but, believe it or not, they could drop even lower, possibly even into negative territory.  With that in mind, Gary and Laurel talk about alternatives that might be better than paying the banks to hold your money for you.  Schedule a time to go over your questions and concerns at

Jan 11, 2021

Many new year's resolutions focus on health, and on this week's show, Gerald focuses on what the average couple can expect to pay in health care costs over the course of their retirement.  Also, some steps to take to make your financial plans for 2021 better than 2020.  Take the first step by scheduling a time to speak...

Jan 4, 2021

There are lots of things to be excited about at the start of a new year.  Especially after a year like we just experienced.  Maybe 2021 is the year you plan on retiring, or maybe you're not sure when you'll be able to.  This week, Gary and Laurel talk about the things you need to consider to come up with that...

Nov 23, 2020

Before we bid a fond good riddance to 2020, there are a few things we might want to do financially to make sure we’re on track for retirement. This week, Laurel & Taylor discuss how to assess where you stand for retirement after a crazy year, and why you may want to address your tax strategy now. Schedule a time to go...

Nov 16, 2020

Fox Business says a new survey shows a majority of Americans believe the outcome of the election could hurt them, financially. And surprisingly, people from both parties feel that way! So what can you control from here? Gary & Laurel discuss the steps you might want to address now that we have more clarity...