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Being a smart investor is important to creating your wealth in preparation for retirement. However, not enough people discuss the huge impact that taxes have on your earnings upon entering…

Social security is a major part of your retirement income, even if you already have plenty of assets. Determining when to start collecting social security is an important financial decision…

Aaron shares two real-life stories about retirement planning at the beginning of 2008. One couple made good decisions.  They focused on their goals, and they took action so they could have…

Paying off your home mortgage before you decide to retire is a huge achievement, but you don’t necessarily have to pay your home off to retire comfortably. Some people enjoy…

Have you ever been curious about the similarities and differences between Mutual Funds and Exchanged Traded Funds (ETF)? The truth is that both have a lot in common. There are…

Have you ever asked yourself “How much money do I need to retire?” That is a loaded question. But it’s important to have some idea of where you want to…

When you lose a spouse, your tax picture drastically changes, and not for the better. While this can be an uncomfortable topic, it is important to address this.

2020 was an eventful year and we experienced a lot of changes. One of those changes was the waiver of required minimum distributions (RMDs) in 2020. However, we are now…

When talking about investment portfolios and plans, people tend to only focus on asset allocation. However, people don’t realize that the importance of asset LOCATION is just as important. Aaron…

Aaron and Duane discuss ways to make sure the election won’t affect your retirement.