Demand for senior living communities is growing due to an aging population, longer life expectancies, and increased awareness of the benefits of community living. But there are a lot of financial implications to making such a move. Whether “dow...

We’re a very polarized nation right now so for many, the stakes of the upcoming election season feel super high. Do your politics impact your planning though? In this podcast Adam and Ben discuss to what degree the election results could impact...

In its simplest form, financial success stems from having adequate income to cover expenses. The trouble is that even if income exceeds expenses now, that doesn’t mean it’ll always be that way. Retirement, job change, health event, premature de...

While no one can know what the future brings, we know that certain things in life are inevitable like taxes and death. When a loved one passes and you’re in charge of settling the estate, the process and emotions can be overwhelming. Even the m...

Most people build their wealth inside tax-deferred retirement accounts. Deferring taxes sounds great – but at a certain age, the IRS comes calling and you can’t defer paying income taxes any longer on those accounts! Listen as Adam and Ben disc...