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 …
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 …
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 …
IRA 101: Retirement savings basics
Individual Retirement Accounts (IRA’s) have been in the news a lot lately with the recent legislation changes, so it seems …
Fund a Roth or IRA Before It’s Too Late
It’s tax time and if you haven’t filed yet, you’re probably wondering whether you will be receiving a refund or …
Close to Retiring? Here Are 5 Plans You MUST Have in Place
Dreaming and contemplating retiring is the easy and so very enjoyable. But as you get closer to the big day, …
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