Financial Planning
Wednesday Q&A: What to Do if You’ve Left Something Important out of a Trust?
What to Do if You’ve Left Something Important out of a Trust? Answering this question from the Winning at Life Hotline, Gregory and Wes share some tips about how to…
Read More4 Charts to Improve Your Tax Management
Tax management is valuable for investors and advisors alike. Here are four tax-management tips from Morningstar. Enjoy this complimentary download: By submitting your contact information, you consent to be…
Read MoreWednesday Q&A: When is the Best Time to Jump into the Market?
When is the Best Time to Jump into the Market? Are you worried about when you should get back into the market? Join us for this video as Gregory discusses…
Read MoreWednesday Q&A: Should I Invest in Precious Metals Despite Rising Inflation?
Should I Invest in Precious Metals Despite Rising Inflation? In this video, Gregory answers a question from the Winning at Life Hotline! The caller asks if there is any history…
Read MoreWednesday Q&A: Should I Put Additional Funds Towards My Down Payment on a Home?
Should I Put Additional Funds Towards My Down Payment on a Home? Gregory answers a question from the Winning at Life Hotline. Ronnie had called into the show to ask…
Read MoreSeniors Should Pick a Financial Ally Before Cognitive Decline Hits. Here’s How.
Seniors often wait too long to simplify their finances and communicate their financial goals. In this article by MarketWatch, statistics illustrate why seniors should have a power-of-attorney in place before…
Read MoreWednesday Q&A: How Can I Raise My Social Security Benefits?
How Can I Raise My Social Security Benefits? Are you worried about the amount of your Social Security benefit? In this clip, Gregory proposes three ideas that you may be…
Read MoreWednesday Q&A: Should I Continue to Contribute to My Retirement Plan in a Down Market?
Should I Continue to Contribute to My Retirement Plan in a Down Market? Enjoy this clip from Winning at Life where Gregory answers Karen’s questions concerning if she should continue…
Read More4 Financial Worries to Cross Off Your List
When big events happen like the passing of a parent or spouse, you’re often left with grief and a new list of worries. Morningstar gives four common financial worries that…
Read MoreI Love Roth IRAs and Roth Conversions!
Kiplinger refers to Roth IRAs as “a gift from the government.” But many people don’t utilize this gift. This article discusses why now is the time to do just that.…
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