COVID-19 created uncertainty around both health & finances. With the additional levels of risk today, are you adequately protected?
LEARNING FROM ADVERISTY
This year has brought adversity from all sides. Here is a 5-step reflection to understand how we’ve grown stronger from these experiences.
Most people know that IRAs are an important factor of your retirement, but what are the different options when it comes to IRAs and how do you choose?
You’ve probably heard that this might be a good year for Roth conversions. This month, Daniel talks about when they may (or may not) be a good idea.
We can sometimes be our own worst enemies. Here are some tools to understand and overcome behavioral biases.
Rates are low and many are wondering: should I refinance my mortgage? Here are some key questions you should ask yourself before making the decision.
A Video Guide to the FRS
One decision could impact the rest of your life. It’s important to weigh the pros and cons of each decision you make, and Voyage is here to help you along that journey.
ARE YOU PREPARED FOR A POTENTIAL TAX STORM?
Only 2 things that are certain in life: death and taxes. Are you prepared for looming tax changes? Listen in as Daniel explains.
RULE OF 100
What is the Rule of 100 and how can you use it to determine your risk level when it comes to your finances? Find out in this video.
WHAT NAVY SEALS CAN TEACH US ABOUT UNCERTAINTY
Here are 3 valuable lessons from the SEALS playbook you can start using to make better decisions under uncertainty and stress.
Rule of 72
In this video, Daniel explains the Rule of 72 and how you can use it in planning for your financial future.
TAX LAW SURPRISE
Congress recently released a blueprint of what future tax laws could look like. What do you need to know? Will this affect you? This video breaks it down.
Life is finally moving toward “normal”. We’ve been in short-term mode so much… How do we build the long-term mindset we need to pursue long-term success?
THE INVESTMENT PLAN
Our own Ben Bliss covers a few frequently asked questions about the Investment Plan from the FRS.
3 CRITICAL BUSINESS MISTAKES
Business owners have a lot on their plate. I’ve noticed 3 critical business pitfalls that can be easily avoided.
AFRAID OF PAYING TOO MUCH IN TAXES?
Listen as Daniel explains a few things that you may need to look out for when it comes to tax planning.
ONE SIZE DOESN’T FIT ALL
Many factors come into play when weighing options at retirement. Let’s run through all the possibilities to explore which might be the right fit for you.
FINANCIAL QUARTERLY : Q1 2021
What is long-term care? Do you think you will need it? If so, how long do you think you will need it? How will you pay for it? This brochure may be able to help.
THIS ISN’T YOUR FATHER’S RETIREMENT PLAN
Here’s a look at what has changed over the years that you’ll need to account for today.
WHAT YOU DON’T KNOW CAN HURT YOUR RETIREMENT
Asking questions is key to finding the appropriate financial advisor and avoiding heartache down the road.
10 TIPS FOR WOMEN INVESTORS
What steps can you take to help achieve financial security in life? Here are a few key action items you can take to help create financial cofidence in your retirement years.
THE SOCIAL SECURITY ELEPHANT IN THE ROOM
When, Why, and How Should I File for Social Security to Balance My Benefits, Tax Exposure, and Retirement Lifestyle?
WILL A RECESSION ROB YOUR RETIREMENT?
When a recession hits, much more is at stake than stock market shares. Let’s cover four things you should check now.
BIDEN PRESIDENCY INFLUENCES ON THE STOCK MARKET
A quick look at parties, politics and potential returns and what it could mean for your financial future.
ARE YOU AT RISK FOR PAYING TOO MUCH IN TAXES?
This ebook covers how a retirement income analysis can help you lessen the tax bite in retirement and understand the power of Roth IRAs.
A GUIDE TO LONG-TERM CARE
What is long-term care? Do you think you will need it in retirement? If so, how long do you think you will need it? How will you pay for it? This brochure may be able to help.
LIFE INSURANCE-AN ASSET CLASS
The reality is, life insurance can also be a valuable asset in your overall financial strategy. Learn more in this free ebook.
SIMPLE 3-STEP MEDICARE GUIDE
This ebook will help you understand the when, why, and how to choose a plan that’s right for you.
FRS PENSION OPTIONS
The FRS offers four different pension options to its members, but what’s the difference? We’re here to give you a brief overview of each.
WHAT BIDEN’S AMERICAN FAMILIES PLAN MEANS
Part of this plan involves making 2 years of community college free for every American. Daniel weighs in for MyNews13’s Eric Mock.
WHAT SB-84 MEANS FOR TEACHERS’ PENSIONS
Senate Bill 84 would change the FRS, not allowing teachers to enroll after July 1, 2022.. Daniel weighs in for MyNews13’s Eric Mock.
Ready for your complimentary One-On-One?
We want to help you feel confident in your retirement future, so we’d love to meet with you and discuss your specific financial needs.