Protect Your Assets

Social Security 101

Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.

Is your Social Security Taxed?

They say you don't have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week's "They Say" segment.

Markets November to Remember

The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week's market recap.

Six Ways the Pandemic can help your Retirement

The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week's episode of Protect Your Assets.

Keeping Cash

Cases of Covid on the rise again and lockdowns are being reinstated across the country. Does this mean that you should be holding cash? Find out in this week's "They Say" segment.

Markets Finish Flat

There wasn't much movement within the markets this week. What were the contributing factors? How will manufacturing data affect the market? Find out all the answers in this week's market recap.

Managing Your Time in Retirement

How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement then they think. In this episode of Protect Your Assets we will give you 5 tips for better time management when you retire.

Institutional Funds with Specific Brokerage Firms

They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week's "They Say" segment.

Markets on the Rise

Markets had another strong week. Pfizer's announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week's market recap.

Planning for Healthcare

In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones know what to do in case something happens to you.