Many folks are sandwiched between helping out their children and caring for their parents. Bruce and Peg are here with some advice for making parental care financially feasible.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Between the new tax proposals, Reddit stocks and memecoin, our listeners have a lot of questions. Bruce and Peg have answers.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Having a solid financial plan isn’t about hitting the hot stock or timing the markets. Bruce and Peg give you the scoop on the philosophy that can help you keep to your plan, rain or shine.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

The 1st quarter of 2021 saw GDP growth as the economy continued to recover from COVID-related shutdowns. Bruce is joined by Chris Haarstick, Director of Investments, to discuss the quarter that was and what we can expect.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

The IRS has moved the tax filing deadline to May 17. Bruce and Peg have some advice on how to use that extra month to your advantage.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

With more people getting vaccinated, people are looking forward to some post-COVID vacationing. Bruce and Peg have some advice for getting the most vacation bang for your buck.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

When it comes to tax time, you might not think of having fun. Bruce and Peg explain how out of the box thinking can help you come tax time.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

The American Rescue Act has a lot of provisions, and whether you qualify for some of the benefits can be a tricky question. Bruce is joined by Ryan McKeown to tell you everything you need to know. 

Full Episode

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

People often compare the markets or investing to the stock market. Bruce and Peg think that’s a lie, and one that can be destructive to your financial goals.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Time is money and money loves time. Bruce and Peg discuss the importance of knowing where you are in your retirement timeline.

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

New romance isn’t just for young lovers. For a variety of reasons, many are choosing to get married later in life, and Bruce and Peg are here to talk about the special considerations that entails.

Full Episode

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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.