Medicare Open Enrollment
Medicare open enrollment begins October 15 and ends December 7th. This is the time for anyone on Medicare to consider …
What to ask about Annuities
What is an Annuity and is it Right for Me? Annuities were designed to be another way to have a …
Focus on Truth; Protecting your Nest Egg
Your nest egg is important – Be aware of these behavioral truths. As we face increased uncertainty about our lives, …
Second Quarter Market Update 2020
Keeping a Balanced Approach Summary: Path of the economy/markets will be driven by the path of the virus Recession was …
Roth IRA Conversions learn pros and cons
Click Below to see our recorded webinar for clients on Roth IRA Conversions Roth Conversion video If you are interested …
Our Brains, Mind Games & Investing
Our Brains, Mind Games and Investing How does all this work? Our video goes through some very thought provoking ideas …
How Behaviors Change Investing
Optimism and pessimism can change your investing habits. The current pandemic or even election, breeds a lot of uncertainty and …
April 2020 Town Hall: Market Update, CARES Act, and more.
April Town Hall Recording from KayDee on Vimeo. If you are interested in tuning in for a specific topic, …
2020 CARES Act
The $2.2 trillion relief bill, known as the CARES act, signed by the President earlier this month includes many provisions …
