Webinar Recording: Planning for Retirement

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After a lifetime of hard work, retirement is the dream of most Americans. But that golden time of your life does not happen without careful advance planning. This webinar addresses […]

Webinar Recording: What is a Fiduciary?

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A fiduciary is required to act in their client’s best interests, but what exactly does this mean in the world of financial advising? This webinar addresses what to expect from […]

Webinar Recording: Taxes in Retirement

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Some retirees may find that in difficult times, tax strategy makes a big difference in how much they have available to live on. This webinar addresses reducing taxes, maximizing Social […]

Webinar Recording: Retiring as a Couple

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You and your spouse may have dreamed for years of your retirement together. How do you make sure this time has room for both of your dreams? This webinar addresses […]

Webinar Recording: All About Medicare

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Medicare is a subsidized insurance option that covers millions of Americans, but navigating the system can be complex. Even those eligible for Medicare may find they need additional insurance as […]

Tax Smart Investing

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The investment choices you make can have a significant impact on the amount of taxes you owe.

Should You Join AARP?

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AARP is a group with about 38 million members and a flagship magazine that’s the most widely circulated publication in the United States.

Webinar Recording: Myths and Facts About Retirement

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On August 10, Advice Chaser hosted a webinar titled, “Myths and Facts About Retirement.” Some myths about retirement refuse to die, leaving potential retirees making the wrong decisions with their […]

Webinar Recording: Understanding Annuities

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Annuities promise a stable income throughout retirement, but do they really pay off? Investors need to understand the details of their annuity policy to get the full value. This webinar […]

Webinar Recording: Medicare

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Everyone expects to be eligible for Medicare eventually, if they aren’t already, but few feel confident they understand it. After all, it contains four different parts and an array of […]

Medicare Basics

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Medicare is federally-funded health insurance for adults over 65 which also covers some younger adults with disabilities.

Webinar Recording: Social Security 101

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In this presentation, National Social Security Advisor Barbara Bush help us think through the complexities of Social Security, Spousal Benefits, and Medicare. Eric Pyles and Brandon Clarke of Cambridge Financial […]