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New Math for Retirement Savings

In this episode, Grant and Bill discuss new math for retirement savings, demand for pensions is growing but is anyone listening, testing your EFT IQ, and tapping into home equity for long term healthcare.

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

Understanding Long-Term Care Planning: What You Need to Know

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …

Is Silver the New Gold?

In this episode, Grant and Bill discuss is silver the new gold, plan to work after retirement, what Medicare does not cover, and taking action to protect a family member from themselves.

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