Videos
Our financial resources hub will keep you up to date with latest retirement news, best practices, and tips. Don’t miss the chance to stay educated and get free resources.
5 Financial Resolutions for a Happy and Successful 2024
We're revisiting an annual favorite with some new action steps you can take now to set...
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Social Security COLA Jumps 3.2% for 2024… but Medicare Part B Jumps 5.9%!
Sean and Erin Kennedy discuss Social Security's 3.2% cost-of-living adjustment (COLA) amidst another year of high...
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The Concentration Risk Lurking in Your Portfolio
In this video, Sean Tole with Davis Wealth Management and Erin Kennedy talk through the reasons...
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Happy Retired Couples are also Financially Healthy
Long before you leave the workforce, talk with your partner about what each of you wants...
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3 Reasons You Need Life Insurance Even if You’re Retired
A lot of people wonder if you still need life insurance when you're retired, since you're...
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4 Tips for Investing During a Recession
Investing during a recession requires a very different approach. In light of recent market volatility, inflation,...
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3 Retirement Risks that Could Cause You to Run out of Money
For most retirees, their biggest fear is running out of money. You want your retirement to...
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Should You Pay off Your Mortgage Before You Retire?
A lot of us want to go into retirement debt free. But before you pay down...
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Will I Lose My Social Security Benefits if I Go Back to Work?
Since the start of the pandemic, about 3% of retirees between 55 and 64 have re-entered...
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3 Ways to Maximize Your Retirement Income and Minimize Your Tax Bill
If you don’t have a tax plan, you don’t have a retirement plan. In retirement, you...
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3 Required Minimum Distributions Changes for 2023
It’s a bit tough to keep up with all the changes that have come to Required...
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