The Insurance Plans You Need
The epidemic of COVID-19 has provided us with some sobering perspective about ourselves. Nobody is immune from getting sick, or worse. Today, we look at the types of insurance that you should be sure...
26 Maj 202015min
The CARES Act and Businesses
In our previous episode, Shanna Tingom explained how the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act will affect individuals. Today, we take a closer look into how it w...
10 Apr 20207min
The CARES Act and Individuals
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed into law at the end of March. Today, Shanna Tingom breaks down the effects this new legislation will have on individuals.Stim...
6 Apr 20209min
Market Volatility
Today, Shanna Tingom from Heritage Financial explains market volatility,We start with an explanation of terms, including The Market, correction, and bear market. We also look at historical data when i...
30 Mars 202017min
How Your Advisor Is Paid
Financial advisors have many, many different types of compensation structures. Shanna and Jon explain the questions you should ask an advisor to get a better understanding of how they are paid. And do...
17 Mars 202011min
All About RSUs
RSU's, or Restricted Stock Units, are often used as an incentive to recruit - and keep - top talent. In this episode, Shanna and Jon walk us through RSUs, the key dates involved with them, and their t...
3 Mars 20209min
Financial Moves You Can Make For Those You Love
Today we cover what you can do for your grandchildren, your children, and of course your spouse.These include making arrangements for:529 PlansRoth IRAs (hint: you can start one for your kids/grandkid...
14 Feb 20209min
The SECURE Act Explained
Important aspects of the new SECURE Act:IRA ContributionsRequired Minimum DistributionsLegacy Retirement Accounts (for your heirs)Implications for Small Businesses529 College Savings PlansShanna Tingo...
4 Feb 202011min
