Apr 5, 2021
George Fossing and Zach Jenkins react to a report that estate taxes could be going up across the board. What steps can you take to minimize your tax burden in retirement and in your estate?
Mar 29, 2021
George Fossing and Zach Jenkins break down the implications of the current national deficit. There is an opportunity now to take advantage of current tax rates before they eventually go up. Plus, how to make sure your foundation is solid before building the fun parts of your retirement plan.
Mar 22, 2021
George Fossing and Zach Jenkins discuss having target date funds in your portfolio, as well as why it's important to not play musical chairs with your financial future. Also, many people dream of paying off their mortgage before retirement, but is that always the best idea?
Mar 15, 2021
George Fossing and Zach Jenkins react to recent news that Warren Buffet made an investment mistake that cost his company $11 Billion. Obviously, Warren can afford to make mistakes, but how can the rest of us avoid costly mistakes as we approach our retirement years?
Mar 8, 2021
George Fossing and Zach Jenkins are joined by Jim Pritchard, Chief Investment Officer of Northstar Financial, to discuss current market trends, the potential of a drawback, and how to avoid excess risk in your portfolio. Plus, how well do you understand the current tax code?