by Grant Ryan | Feb 9, 2023 | Uncategorized
Whiteboard Video on YouTube: Are you a senior homeowner that feels your home no longer fits your needs? You don’t need the additional family space anymore, and maintaining a large home is expensive and can be a drain on your time and resources. It might be time to...
by Grant Ryan | Feb 2, 2023 | Uncategorized
1-Minute Video: Video Transcript: Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a...
by Grant Ryan | Jan 25, 2023 | Uncategorized
1-Minute Video on YouTube: Transcript: The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least equal to inflation. Here’s why. Suppose...
by Grant Ryan | Jan 20, 2023 | Uncategorized
1-Minute Video on YouTube: Video Transcript: With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no...
by Grant Ryan | Jan 10, 2023 | Uncategorized
1-Minute Video on YouTube: If you receive employee stock options or restricted stock units from your employer congratulations! These forms of equity compensation can create wealth and help you achieve your financial goals. However, this wealth is at risk due to stock...
by Grant Ryan | Jan 5, 2023 | Uncategorized
Whiteboard Video on YouTube: Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs. Most long-term...
