Sep 9, 2020
There’s a lot of current fears and concerns about tax rates increasing, and rightly so! Is your retirement account currently in a position that is never taxed, or is it forever taxed?
In this short podcast, Ed Greene and Linda Gardner discuss the ins and outs of a Roth IRA, and why you should take advantage of it today!
Sep 2, 2020
You hope and you pray you’ll never need it… But what if you or a loved one needs long-term care? 7 out of 10 people over age 65 will potentially need it, and the costs are staggering!
It doesn’t matter how much money you have; Actor Rob Lowe remembers how challenging and stressful it was to take care of his...
Aug 26, 2020
With the increased government spending this year, taxes are more than likely to increase, and it could happen sooner than we think. Are you prepared for an increase in taxes?
In this short podcast, Ed Greene and Linda Gardner talk about how taxes could increase and some strategies you could potentially use to lessen...
Aug 19, 2020
When you think of life insurance, most people immediately turn away. But, what if we told you that there is life insurance products that can be a retirement savings vehicle? Life insurance products that provide not only death benefits, but living benefits to you as well?
In this short podcast, Ed Greene and Linda...
Aug 13, 2020
To live a no-regrets retirement, you’ll want a great plan with diversified investments. Could an annuity be the option?
In this week’s podcast, Ed Greene and Linda Gardner discuss the ABC’s of annuities, and how they could be a fantastic piece of your retirement portfolio!