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...
by Grant Ryan | Dec 24, 2022 | Uncategorized
Video on YouTube: Video Transcript: Most Americans who turn 65 are eligible for Medicare, a federal program that covers many health expenses for seniors. But the program is complicated. Here are 5 important facts you need to know: First – Medicare is not free....
by Grant Ryan | Dec 20, 2022 | Uncategorized
1-Minute YouTube Video: 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 downsize...
by Grant Ryan | Dec 14, 2022 | Uncategorized
1-Minute Video on YouTube: Medicare Supplement plans – also known as Medigap plans – are designed to cover some of the costs that Original Medicare doesn’t. These costs include things like copayments, coinsurance and deductibles. Some Medigap plans also offer certain...
