Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
Financial Planning
Episode 11: Cybersecurity
Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure …
Episode 8: How will you pay for assisted living?
The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …
Episode 2: Investing with Perspective
With the tragic event of the Russian invasion of Ukraine and the beginning of the Fed announcement of increasing interest rates for the foreseeable future, we thought it would be a good time for sharing our thoughts on investing with perspective and hopefully bring you some useful perspective on the investment front. Our podcasts will …
Episode 1: International Women’s Day
International Women’s Day (IWD), is a global day celebrating the social, economic, cultural, and political achievements of women. IWD marks a call to action for accelerating women’s equality and an opportunity for our financial advisors to share important information about financial topics for women.