Where’s the Trust? Are you Holding onto a Secret Bank Account?

In this episode, Grant and Bill discuss how the cost of your Thanksgiving may have been a little less this year, Dr. Oz and Medicare Advantage plans, what’s with ETFs, and dream or nightmare…a Christmas cruise with the Hallmark Channel.

In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD.

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.

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 …

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.

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …

In this episode, Grant and Bill discuss what 4 million dollars can get you in this economy, end of year strategies for 2024, 1995 called they want their housing market back.

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …

In this episode, Grant and Bill discuss why your dream retirement home could come with one nightmare of a problem, unpacking the CPI, gold bars and a 24-pack of TP, and following in the steps of an investing giant.

What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire.