Millennials have different financial challenges from their parents. We get it! We understand their unique financial goals and are there to help when they need it.
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Economists and pundits predicted that the baby boomer generation’s retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between January 2020 and May 2021.1 But while retirement is a much-anticipated stage of...
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BROADCAST: Dollars & Sense, 05/08/2022 Episode Summary: Marc is joined by his wife Laura for a special Mother’s Day broadcast. During this segment, Marc and Laura discuss the best piece of financial advice listeners have received from their mothers, aunts, and grandmas. Marc and Laura also share advice they have received from...
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BROADCAST: Dollars & Sense, 05/01/2022 Episode Summary: Marc is live in studio this week and is joined by Christian Karcher, CFP®, Director of Financial Planning. During this show, they discuss the questions you should be asking to prepare for transitioning to retirement. SEGMENT 1: (1:18) Where do you want to...
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