Did you inherit an IRA from a non-spouse on January 1, 2020 or later? Well a big change happened this summer that you should be aware of that could impact your 2023 tax season. On this episode, I’m unpacking the passing of and subsequent changes to the SECURE Act, how to best manage an inherited IRA in light of these changes, and how you can leave a legacy with a Roth account.

Are you approaching retirement with tons of questions about Social Security? Then don’t miss this episode! I’m going over the seven most frequently asked questions about Social Security benefits from clients and listeners alike. Hit play for the tips and tricks you have to know before you start collecting.

We talk so much about the financial aspects of retirement that it’s important to address the mental and emotional shift this season can bring. On this episode, I sit down with life coach Craig Colvett to discuss getting ready for the retirement transition. We talk about the benefits of life coaching for retirees as well as the importance of maintaining a diverse social network.

Are you approaching retirement with tons of questions about Social Security? Then don’t miss this episode! I’m going over the seven most frequently asked questions about Social Security benefits from clients and listeners alike. Hit play for the tips and tricks you have to know before you start collecting.

After a lifetime of service to the growing minds of America, teachers deserve a quality retirement. Educators looking to save money beyond their pension plan are being taken advantage of by predatory retirement plans, and I want to put a stop to it. On this episode, I’m breaking down how to avoid bad 403(b) and 457 retirement plans and steps you can take toward better retirement solutions.

Want to make a Roth IRA contribution, but you earn over the adjusted gross income limit? Never fear, the backdoor Roth conversion is here! On this episode, I’m doing a deep dive into backdoor Roth conversions and the seven mistakes most people make when attempting this financial maneuver.

As the clock runs out for 2023, now is the time to consider your final tax moves of the year. On this episode, I’m breaking down seven tax reduction strategies for 2023 and beyond. Five of these tips need to be executed before the ball drops on New Year’s, so hit play now and start strategizing!

As we move into the final months of 2023, it's again time to talk about tax loss harvesting and other tax-efficient investment strategies. On this episode, I'm going to discuss how you can potentially turn some of your investment losers into this year's winners when it comes to tax planning.

Do you know where your assets are going when you die? Do you have a plan in place for making medical and financial decisions if you become incapacitated? If either answer is no, you need an estate plan! On this episode, I sit down with estate planning expert Natalie Perry to discuss the ins and outs of planning your estate and ensuring a smooth post-mortem transition for your family and loved ones.

Recent Social Security released updated income brackets for Medicare premiums. Watch this video for an in-depth discussion on the brackets and to determine how your income impacts your monthly premium!

As the stock market tries to find it’s footing after a bad two months of performance in August and July now may be a good time to look at adding small cap stocks or small cap funds to your portfolio. Watch to learn more!

Retirement plan fees can be differ in each plan. It is important to look at the various levels of fees so you can make an informed decision about what to invest in, within your retirement plan. Watch this video for an explanation of all fees and even a possible option to have your assets held outside your retirement plan.

As we end the month of the September in which the major stock market averages were down with the S&P 500 average down roughly 5% and the Nasdaq down roughly 6.5%, is September is historically a bad month for stocks? Watch the learn more!

The TD Ameritrade merger with Schwab has been completed. While the transition has been smooth for the most part, there have been some issues that occurred that we were not aware of. Watch this video to learn more about the changes.

Enrolling in Medicare can be overwhelming for many. There are several moving parts and mistakes can be costly. Fortunately, I have compiled a list of five mistakes that you should avoid when enrolling. Watch this video and learn the mistakes that you need to avoid before it's too late!

Currently, we are seeing higher than average temperatures in Connecticut. This may cause you to forget about heating your house which you will have to do in a few months. Therefore, I wanted to take the time to discuss heating oil and when I think it would be a good time to buy.

When people plan for retirement, they typically focus on the financial aspects of it. However, there are many other things to consider. It is important to have a sense of purpose to ensure you live a fulfilling life once retired. Watch this video to learn seven core values that may help you create your own sense of purpose.

The path towards healthcare coverage in retirement starts with enrolling in Medicare Part A and B. However, it’s only the first step! Signing up for supplemental coverage will save you from out-of-pocket costs beyond the cost of Medicare Part B. On this episode, I’m going to cover Medigap and Medicare Advantage plans, their pros and cons, and how to decide which plan is best for you.

A great year-end tax strategy for Connecticut residents is a contribution to the Connecticut Higher Education Trust, also known as the CHET Plan. If you’re preparing to send someone to school, this is an excellent way to save while receiving deductions and creating tax-deferred growth. On this episode, learn five ways to get the most out of contributing to CHET accounts or other qualifying 529 plans.

I want to ensure you're setting yourself up for success in 2023. A great way to do that while helping you save for retirement is opening a Health Savings Account (HSA). On this episode, I'm going to break down the three reasons why opening an HSA is a smart retirement planning move and how to choose the right HSA provider.