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Read up on the latest and most important information you need to stay up-to-date with your financial situation.

Critical Mass (A Key Financial Concept)

By Don Anders | Aug 27, 2017

Critical Mass is one of the most important and overlooked financial principals in retirement planning. In this article, we’re going to discuss: What Critical Mass is How to Establish YOUR Critical Mass How to get to Critical Mass How to Invest after you’ve hit Critical Mass   What is Critical Mass? Critical Mass is when…

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Easy Money Podcast Episode 17: CD Alternative

By Don Anders | Jul 7, 2017

Certificate of Deposits at the bank, or CDs, received interest rates of 18, 19, and 20 percent in the 1970s and 80s. Now, the average one year CD gets 0.27 percent. This podcast discusses an alternative for someone who is used to investing in CDs.

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Social Security (Alternative) DROP

By Don Anders | Jul 7, 2017

Many people know about the DROP Program and the many benefits of it, but did you know anyone can do DROP?   For those who are unaware, DROP is where you elect to retire (from the pension plan) and continue to work for up to 5-8 years, all while collecting your pension tax deferred into…

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Easy Money Podcast with Don Anders: Episode 16 – Diversification

By Don Anders | Jun 6, 2017

Diversification is a risk management technique that mixes a wide variety of investments within a portfolio. We don’t want to see people putting all “their eggs into one basket.” Markets change from day to day, and companies can have a turn for the worst. This podcast shares a story and how you can better understand…

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Finding the Best Investment (Advisor)

By Don Anders | Jun 5, 2017

Finding the Best Investment (Advisor) A common question that I get is “What’s the best investment?” The answer is: There is no best investment. Each investment has pros and cons. The key is finding an investment that matches what your needs are. Note: If you don’t know what your needs are, do our 5 Needs…

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Easy Money Podcast Episode 15: Annuity vs. Annuitization

By Don Anders | May 18, 2017

A breakdown of the difference between annuities and annuitization to better help you financial portfolio. This shorter episode is important to know and understand.

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Do you know what you're paying on your investments?

By Don Anders | May 12, 2017

When you shop for something, do you know approximately how much it should cost? Of course you do. You would know that you shouldn’t be paying $10 for a gallon of gas or $20 for a dozen eggs, and most people actively look for the best deals whether it’s coupons or sales. That’s why it’s…

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Easy Money Podcast – Episode 12: Quantifying vs. Qualifying Risk and Fees

By Don Anders | May 11, 2017

Risks in the finance world are taken daily, but do you know how much risk you need to be taking or how much you should or shouldn’t be? Each persons risks are different to their specific needs. A 25 year old won’t take the same risks as someone who is 65 and just retired or…

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Easy Money Podcast with Don Anders: Episode 11 – Critical Mass

By Don Anders | May 5, 2017
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Understanding Required Minimum Distributions (RMDs)

By Don Anders | Apr 24, 2017

Understanding Required Minimum Distributions (RMDs)   If you have tax deferred qualified retirement accounts, then eventually you’ll have to start taking out RMD’s (aka Required Minimum Distributions. Qualified retirement accounts are any retirement accounts are any of the following: IRA 403(b) – TSA 457 – Deferred Comp 401(a) – Pension or Special Pay Plans 401(k)…

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