Jul 30, 2020
Hear the fairytale of when Greg & Kristin got engaged, and eventually married! It’s a sweet story that will make you laugh! We then compare the time spent planning a wedding to how much time we spend planning for our financial future. This husband and wife team enlighten us about how much time we should spend planning...
Jul 16, 2020
One part of financial planning that we rarely talk about is life insurance. Most of your career you’ve likely had it… even if just through your workplace. Or you maybe you had a term policy when you were raising your family? Either way you knew it was there, but probably didn’t know much about it. Now you’re...
Jul 8, 2020
We’re halfway through 2020 and thankful some normalcy returning in the sports world with a 60-game baseball season! Bobby Bonilla hasn't played MLB in nearly 2 decades, but since 2011 the Mets have been paying him over $1 million a year until 2035, all because he opted to defer his contract buy out. He put...
Jul 1, 2020
Investing based on emotion (be it greed or fear) is the main reason why so many of us buy at market highs and sell at market lows. Greg and Kristin explain why and how you can reasonably remove some of the emotions from your investments, and why that’s especially important when you’re over the age of 55.