Protect Your Assets

Volatility Shakes up the Market

Wallstreet went for quite the ride this week. All major indexes finished negative with the Nasdaq dropping over four percent. What other economic factors should you be paying attention to? Find out all the answers in this week's market recap.

Five Key Financial Dates in 2021

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of "Protect Your Assets."

Can You Avoid the RMD?

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week's "They Say" segment.

Markets React to Rising Treasury Rates

Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week's Market recap.

Dating a Financial Advisor

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week's episode of Protect Your Assets. 

First Step in Retirement

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week's "They Say" segment.

Markets Continue to Rise

All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week's market recap.

Markets Rebound

Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week's Market Recap.

Protect your Family from the Survivor Trap

What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week's episode of Protect Your Assets.

Taxes after a Spouse Passes Away

They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week's "They Say" segment.