Should You Have a Mortgage in Retirement? Maybe

Should You Have a Mortgage in Retirement? Maybe

Paying off your mortgage before you retire can be a beneficial financial decision for many individuals. However, it’s essential to consider several critical factors before making this choice. Recently, our CEO, Larry Roby, hosted a discussion with Erin Kennedy...
Myth Busting: Roth Misconceptions

Myth Busting: Roth Misconceptions

Roth IRAs are powerful tools for building wealth, offering several advantages that can contribute to long-term financial success. Watch this video for further clarification and insights on Roth IRAs Myths About Roth IRAs Let’s examine the misconceptions...
Waiting for a Deal on the Debt Ceiling

Waiting for a Deal on the Debt Ceiling

[June 1, 2023] We knew this day would come; we hit our debt ceiling in January. Now, while Congress hammers out a deal before we default, Erin Kennedy and Larry Roby discuss the latest headlines and break down how it will affect you and your retirement. Watch the full...