There are eight big retirement beliefs that actually are not true, and they cover topics like Social Security, investing strategy, and even financial professionals in general. Today Jon discusses these areas and more that you should be aware of so that you and your retirement savings are not led down a primrose path.

There are plenty of hidden costs for retirement accounts – fees, commissions, trading costs for mutual funds and other securities, and many others. Today Jon and Karyn talk about what these are, how they are buried or maybe not even listed on your statement, and how knowing what these are and how to work around them could save you a lot of money for your retirement.

The Tax Cuts and Jobs Act of 2017 could be the most significant overhaul of U.S. tax policy in thirty plus years. How will it affect you when it fully takes effect for next year? Today Jon and Karyn discuss the winners and losers, the things which remain deductible and those which may not be any longer, and how you can plan for the new rates and how to take advantage of things this year to be sure you pay fewer taxes next year.

Many people pay attention to things they can do to improve their physical health – but what about your financial health? Today Jon, along with associate Karen Damschen, discuss ways to make sure your money is in good shape. They go through various steps to assess the health of your finances, then to strengthen them by increasing savings and making sure things like health care costs are taken care of, among others.

The stock market went through a recent period of strong volatility, the first one in a while, reminding us that your nest egg may be vulnerable to losing some portion of its value. Jon is joined by Karyn Damschen, the insurance specialist at Retirement Evolutions, to talk about ways to get back on track and stay there when the market goes haywire.

What would happen to your family if the breadwinner passes away? Will you have enough money? If that person also oversaw the finances, how can you best determine how to manage them? Today Jon goes over a number of steps you can take to be sure any family is prepared in the event of something unforeseen.

Folks heading into retirement seem to always be wondering how to make sure their nest egg has everything they need. Today Jon goes over ten different ways to get more out of your retirement assets that may not seem obvious, such as correct Social Security timing, or proper tax planning, and many more.

We’re talking about risk – does your portfolio have too much, not enough, or just the right amount? Risk is something each individual must have determined for themselves, and today Jon talks about the best ways of accomplishing this, as well as how to minimize it if you are close to retirement and need to reallocate your next egg funds.

With the start of a new year comes the ideas surrounding improving your financial life and, more specifically, your plans for retirement. Today Jon goes over some resolutions you might have to help make that happen – solid ideas you can pick and choose from to benefit your plan going forward.

The stock market, even with its recent run-up, remains volatile and unpredictable. Today Jon talks about what this means for folks saving for retirement, and that they would be better off looking at the big picture rather than trying to keep track of the day-to-day market movement.