Title Speaker Date
Things you should know about 529 Plans Aaron Taylor May 21, 2024
Inheriting an IRA Kent Patrick May 07, 2024
Building a Financial Future with your Spouse Aaron Taylor April 30, 2024
3 Common Investing Mistakes Aaron Taylor April 16, 2024
Retirement Investment Scam Red Flags Kent Patrick April 02, 2024
Investing During Election Years Kent Patrick March 19, 2024
Ways to Spend a Large Sum of Money that Falls in your Lap Stacy Bush February 27, 2024
Three BIG Changes for Tax Season 2024 Aaron Taylor February 13, 2024
RMD-Required Minimum Distributions Kent Patrick February 06, 2024
Managing Money in Your Senior Years: When It's Time to Let Someone Else Do It Stacy Bush January 30, 2024
Things You Need to Know Regarding 401K Tax Deductions Aaron Taylor January 23, 2024
The Importance of Diversifying Investments Over the Long-Term Kent Patrick January 16, 2024
Are Higher Interest Rates Here to Stay Aaron Taylor December 12, 2023
Charlie Munger- Tips for a Successful Work Life Kent Patrick December 05, 2023
Changes to the Secure Act in 2024 Stacy Bush November 14, 2023
Year End Financial Tips for 2023 Kent Patrick November 07, 2023
Birthdays to Plan for During Retirement Kent Patrick October 24, 2023
The U.S. Dollar and Where it's Heading Kent Patrick October 11, 2023
National Debt Reaching $33 Trillion Kent Patrick September 26, 2023
Pension Payouts Stacy Bush September 19, 2023
Rolling Recessions Stacy Bush August 22, 2023
What Steps Should You Take if You Were to Win the Lotto Kent Patrick August 01, 2023
Financial Independence-Retiring Early Kent Patrick July 18, 2023
Financial Regrets Retirees Have and Ways to Avoid Them Stacy Bush July 11, 2023
Life Expectancy in Retirement Kent Patrick June 20, 2023
Debt Ceiling Stacy Bush June 06, 2023
Tips for Early Retirement Kent Patrick May 30, 2023
If you could time a recession, would stocks beat cash Kent Patrick May 16, 2023
Ways to Become a Better Money Manager Kent Patrick May 02, 2023
Inflation Headlines Continues to Show Signs of Improvement but is that True? Stacy Bush April 25, 2023
Cutting Your Tax Bill and Boosting Your Savings Aaron Taylor April 11, 2023
Tax Moves you can still make for 2022 Kent Patrick April 04, 2023
How to be ready for retirement Kent Patrick March 28, 2023
Silicon Valley Crisis Stacy Bush March 14, 2023
Red Flags that a retirement investment is a scam Aaron Taylor March 14, 2023
Ways an Advisor Can Help Manage Your 401K Stacy Bush March 07, 2023
Put Your Money To Work Kent Patrick February 28, 2023
Estate Planning Stacy Bush February 21, 2023
You May Live a Long Time, Make Sure you Don't Run Out of Money Kent Patrick February 14, 2023
Will the Debt Ceiling Impact Investors? Stacy Bush January 24, 2023
How to Prepare Your Portfolio for a Recession Kent Patrick January 18, 2023
401K and IRA Changes to Consider after Congress Revised Retirement Laws Kent Patrick January 03, 2023
How to Invest During Bear Markets and Recessions Stacy Bush December 20, 2022
Holidays and Inflation Kent Patrick November 22, 2022
Ways to Help Retirement Participants Navigate Inflation and Volatility Stacy Bush November 08, 2022
Social Security Announces 8.7% Benefit Increase for 2023 Stacy Bush October 18, 2022
Most Common Money Traps to Avoid Kent Patrick October 11, 2022
What Happens to my 401K if My Employer is Sold? Kent Patrick October 04, 2022
Market Volatility September 2022 Kent Patrick September 27, 2022
09/22/2022 Market Volatility Conference Call Stacy Bush September 22, 2022
Ways Workers Can Take Advantage of a Down Market Stacy Bush August 23, 2022
Ways the Inflation Reduction Act Could Change Life for Retirees Kent Patrick August 16, 2022
Why Social Security Checks Will Rise Stacy Bush August 09, 2022
Tips on How to Prepare for a Recession, Whether it's Coming or Not Stacy Bush August 02, 2022
How Rising Interest Rates Affect Pension Lump Sum or Annuity Decisions Kent Patrick July 19, 2022
Suddenly alone? Where to turn after losing a spouse. Kent Patrick July 12, 2022
Should I pay off debt or invest? Kent Patrick June 28, 2022
Stock Market Volatility, Recession Worries Return Kent Patrick June 21, 2022
Where is Inflation Heading? Signs to watch for. Stacy Bush June 14, 2022
How Retirees and Retirement Savers Can Navigate the Market Tumult Kent Patrick May 31, 2022
Doom and Gloom…When will it end? Stacy Bush May 24, 2022
When the Levee Breaks, Panic is not a Strategy Stacy Bush May 10, 2022
Recent Market Volatility May 2022 Kent Patrick May 03, 2022
How to Stay on Top of Your Retirement Savings Stacy Bush April 26, 2022
Everything Costs More and That is Disrupting Retirement Plans for Many Kent Patrick April 12, 2022
Spooked by market declines? Don’t Panic..S.T.O.P. Kent Patrick April 05, 2022
Retirement Income Challenges You Might Not Expect Kent Patrick March 29, 2022
Market volatility in Retirement, what if you haven’t prepared? Stacy Bush March 15, 2022
4 Tax Smart Moves You Can Still Make Kent Patrick March 08, 2022
The Stock Market is Rattled by the War in Ukraine but that Shouldn’t Change Your Investing Strategy Stacy Bush March 01, 2022
How Does the Stock Market React During War? Kent Patrick February 22, 2022
Tax Filing Tips Stacy Bush February 08, 2022
Recent Market Volatility Kent Patrick February 01, 2022
Financial New Year Resolutions Kent Patrick January 18, 2022
How Can a Non-Working Spouse Plan for Retirement? Stacy Bush December 14, 2021
Tips for Teaching Children About Money Kent Patrick December 07, 2021
Six Steps to Take You to the End of the Year Stacy Bush November 30, 2021
How Gratitude Can Help Your Financial Life Kent Patrick November 16, 2021
What if you haven’t prepared for Market Volatility in retirement? Stacy Bush November 09, 2021
Tips for New Investors Kent Patrick November 02, 2021
IRA planning steps to take before 2021 ends Stacy Bush October 26, 2021
How to Protect Your Portfolio From Inflation Kent Patrick October 19, 2021
Year End Financial Tips Kent Patrick October 05, 2021
Big Tax Changes are Coming and What You Need to Know Stacy Bush September 28, 2021
Market Volatility - When will the bubble burst? Kent Patrick September 21, 2021
5 Way Financial Planning Can Help Stacy Bush September 14, 2021
Social Security Costs Expected to Exceed Total Income in 2021 as Covid-19 Takes Financial Toll Kent Patrick September 07, 2021
Powell Sends Clear Signal on ‘Tapering,’ Cautions Interest Rate Hikes are Still a Long Way Off Stacy Bush August 31, 2021
Strategies to Deal with Potential Capital Gain Tax Increases Kent Patrick August 17, 2021
How Retirees Should Respond to Inflation Kent Patrick July 27, 2021
How to Beat Inflation and Reduce Risk at the Same Time Stacy Bush July 20, 2021
Busting 5 Myths and Misconceptions About Social Security Kent Patrick July 13, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up Basis Stacy Bush July 06, 2021
A New Round of Surprise Tax Refunds is Coming. Will You Get One? Kent Patrick June 29, 2021
Ways the Secure Act 2.0 Could Change Retirement Savings Stacy Bush June 22, 2021
Scholarship Winner Nathan Faircloth Kent Patrick June 15, 2021
5 Mistakes Couples Make When Planning for Retirement Kent Patrick June 01, 2021
Tips for Smart Investing Stacy Bush May 25, 2021
The Factors Driving Cryptocurrency and the Challenges Ahead Kent Patrick May 18, 2021
Estate Planning Lessons Stacy Bush May 11, 2021
Watch out for this double whammy on required minimum distributions Kent Patrick May 04, 2021
The Best Investments for Young Adults Kent Patrick April 20, 2021
Will Rising Federal Debt Slow Economic Growth? Stacy Bush April 13, 2021
Investing During Times of Inflation Kent Patrick March 30, 2021
9 ways to help clients live richly instead of dying rich Stacy Bush March 16, 2021
Reasons to Consider a Roth IRA for Kids Kent Patrick March 09, 2021
5 Surprise Retirement Expenses Stacy Bush March 02, 2021
Smart Tax Moves You can Still Make for 2020 Stacy Bush February 23, 2021
Conference Call Regarding The Election Results and Your Money! Stacy Bush and Kent Patrick January 08, 2021
Common Mistakes That Could Derail Your Retirement —and How to Avoid Them Stacy Bush December 15, 2020
New Year's Financial Resolutions: Get Your Finances in Shape for 2021 Kent Patrick December 08, 2020
6 Ways That Roth IRA’s and Roth 401K’s Are Different Stacy Bush December 01, 2020
3 ways a contested election could play out and what that means for the Markets Kent Patrick November 17, 2020
Fear is in the air but investors could be looking at an historic buying opportunity Stacy Bush November 10, 2020
3 Mistakes Investors Make During the US Election Years Stacy Bush October 27, 2020
Year end portfolio Checkup 6 Tax-Smart Tips Kent Patrick October 20, 2020
Conference Call Regarding The Election and Your Money Stacy Bush and Kent Patrick October 14, 2020
4 Reasons to Stay the Course as Election Approaches Stacy Bush October 13, 2020
The Differences in Trumps and Bidens Tax Plans Kent Patrick October 06, 2020
5 Questions to Ask Before Choosing a Financial Advisor Stacy Bush September 29, 2020
8 Things You Need to Know About Your Inherited IRA Kent Patrick September 22, 2020
The Federal Reserve Raising the Inflation Hurdle Stacy Bush September 15, 2020
IRS Issues Payroll Tax Deferral Guidance Amid Widespread Criticism Stacy Bush September 01, 2020
3 Retirement Income Mistakes to Avoid Kent Patrick August 25, 2020
AIG Unit to pay $40 million to the SEC in referral fees tied to teacher pensions Stacy Bush August 18, 2020
Is there really a coin shortage?” Kent Patrick August 11, 2020
Should You Have More Than One Financial Advisor Kent Patrick July 21, 2020
IRA Contribution Deadline is Almost Here Stacy Bush July 14, 2020
The 30 Best High-Paying Jobs of the Future Kent Patrick July 07, 2020
The Right Strategy for Investors Right Now Stacy Bush June 30, 2020
Trading vs. Investing Kent Patrick June 23, 2020
Should I get out of the market until this calms down? Should I delay my retirement? Kent Patrick June 09, 2020
IRS offers guidance and flexibility for employee benefit plans Stacy Bush May 26, 2020
Thrift Savings Plan Udpate Kent Patrick May 19, 2020
How Covid-19 Has Changed Retirement Planning Stacy Bush May 12, 2020
Covid-19 and Market Update Kent Patrick April 21, 2020
April 9th, 2020 Conference Call Stacy Bush and Kent Patrick April 09, 2020
The CARES Act 2020 Stacy Bush and Kent Patrick March 31, 2020
Conference Call Discussing The Threat Of Covid-19 On Our Economy Stacy Bush and Kent Patrick March 27, 2020
Not Making Decisions Based on Emotion Stacy Bush March 24, 2020
Stacy & Kent Discuss the Markets, Coronavirus and more Stacy Bush and Kent Patrick March 17, 2020
Market Volatility Conference Call 03/10/2020 Stacy Bush and Kent Patrick March 10, 2020
Coronavirus and more Stacy Bush March 10, 2020
Stock Market Volatility and the Coronavirus Stacy Bush and Kent Patrick March 03, 2020
2020 Market Volatility Conference Call Stacy and Kent February 28, 2020
IRA Rollover Pitfalls when Changing Jobs Stacy Bush February 18, 2020
Social Security Scams to Spot and Avoid Kent Patrick February 11, 2020
How The Stock Market Has Performed During Past Viral Outbreaks Stacy Bush January 28, 2020
Financial Steps to Take When a Loved One Passes Kent Patrick January 21, 2020
The Tension Between The US and Iran: Will it Affect The Stock Market? Stacy Bush January 14, 2020
New Legislation Brings Retirement Changes Kent Patrick January 07, 2020
2019 Taxes - 9 Things to Know Now Kent Patrick December 17, 2019
7 Faulty Planning Assumptions to Avoid Kent Patrick December 10, 2019
New Years Financial Resolutions Kent Patrick December 03, 2019
Why Gratitude is Key for Financial Success Stacy Bush November 26, 2019
Five Ways To Make Giving a Family Affair This Holiday Season Kent Patrick November 19, 2019
Hidden Costs Managing Your Own Money Kent Patrick November 12, 2019
How To Discuss Money with Teenagers Stacy Bush November 05, 2019
Evaluating Your Advisor's Performance Kent Patrick October 22, 2019
Taxes, Fiduciaries and More Stacy Bush October 15, 2019
7 Mistakes to Avoid When Buying Life Insurance Kent Patrick September 24, 2019
Tariffs Manufacturing Recession Kent Patrick September 03, 2019
6 Tips to Manage Volatile Markets Stacy Bush August 20, 2019
What Declining Interest Rates Could Mean for You Kent Patrick August 14, 2019
Four Steps on How To Handle Market Volatility Stacy Bush August 06, 2019
Americans are losing trillions claiming social security at the wrong time Kent Patrick July 09, 2019
Financial Moves in Your 20s, 30s, 40s & 50s Kent Patrick June 11, 2019
Smart Financial Moves in Your 20s, 30s, 40s, & 50s Kent Patrick June 11, 2019
Sitting Down With Khaniah Johnson 2019 Scholarship Winner Stacy Bush June 04, 2019
The Problem of Money Paralysis Kent Patrick May 28, 2019
Do Your Investments Match Your Risk Tolerance? Stacy Bush April 23, 2019
Behind On Your Retirement Savings? Kent Patrick & Courtney Gooding March 26, 2019
IRA Withdrawals that Escape the 10% Penalty Stacy Bush March 19, 2019
Is America Prepared to Retire? Stacy Bush March 05, 2019
Are you taking the right amount of risk? Stacy January 22, 2019
2019 New Years Resolutions Kent Patrick January 08, 2019
Stock Market Volatility Conference Call Stacy Bush & Kent Patrick December 21, 2018
University System of Georgia Retirement Plan Changes Kent Patrick December 18, 2018
The Risks of Putting Too Much Money Into an Annuity Kent Patrick December 11, 2018
6 Important Elements Every Financial Plan Should Have Kent Patrick November 13, 2018
Debunking Retirement Myths Stacy Bush October 30, 2018
Market Volatility Conference Call Stacy Bush, Kent Patrick & Courtney Gooding October 26, 2018
Medicare Open Enrollment Kent Patrick October 23, 2018
How Midterm Elections Affect the Market Kent Patrick October 16, 2018
5 Retirement Concerns That Are Too Often Overlooked Stacy Bush September 11, 2018
Are Changes Ahead for Retirement Accounts? Kent Patrick September 05, 2018
How To Plan For Long Term Care Kent Patrick August 30, 2018
Popular Questions Regarding Social Security Kent Patrick August 10, 2018
Estate Planning Mistakes Stacy Bush July 11, 2018
5 Things That May Surprise You About Roth IRA's Kent Patrick May 18, 2018
Market Volatility Stacy Bush April 26, 2018
When Should You Take Social Security? Stacy Bush April 05, 2018
Procrastinating On Your Taxes Stacy Bush March 22, 2018
2018 Tax Filing Errors To Avoid Kent Patrick February 15, 2018
How To Handle Market Volatility Kent Patrick February 08, 2018
How The Tax Reform Will Take Effect Stacy Bush January 12, 2018
Wealth Management Tips in 2018 Stacy Bush January 10, 2018
A Time of Reflection Stacy Bush December 14, 2017
6 Keys to More Successful Investing Kent Patrick November 30, 2017
The Republican Tax Reform Plan Unknown November 07, 2017
Tips for End of Year Giving Stacy Bush November 01, 2017
Tax Loss Harvesting Kent Patrick October 26, 2017
10 common Estate Planning Mistakes to Avoid Stacy Bush October 20, 2017
End of Year Tax Strategies Stacy Bush October 11, 2017
5 Critical Financial Issues to Consider in Remarriages Stacy Bush October 05, 2017
Can Terrorism and Violence Shake the Market? Stacy Bush October 03, 2017
7 Ways For Advisors To Help Shield Clients from Equifax Data Hack Kent Patrick September 14, 2017
Handling Market Volatility Kent Patrick August 22, 2017
Retirement-Planning Myths Stacy Bush August 22, 2017
DOL seeks to delay fiduciary rule until July 2019 Kent Patrick August 15, 2017
5 Questions about Long-Term Care Stacy Bush July 27, 2017
Questions to ask your financial advisor regarding the DOL Fiduciary Rule Kent Patrick July 18, 2017
6 steps to consider before tapping your retirement savings plan Stacy Bush and Kent Patrick July 11, 2017
Evaluating an Early Retirement Offer Stacy Bush June 30, 2017
Bonds and Interest Rates: How do they relate? Stacy Bush June 20, 2017
Money Issues for Married Couples Kent Patrick June 13, 2017
7 Tips for Proper Life Insurance Planning Stacy Bush June 06, 2017
Bush Wealth Scholarship Winner Kent Patrick June 01, 2017
Tips to Ramp Up Your Retirement Savings Stacy Bush May 23, 2017
6 Things Every Non-Spouse IRA Beneficiary Needs to Know Stacy Bush May 16, 2017
Social Security: What Should You do at Age 62 Stacy Bush May 11, 2017
How Trump's Tax Plan Affects Retirement Kent Patrick May 02, 2017
How to Handle an Inheritance Stacy Bush April 25, 2017
Interesting Use of the QCD Stategy Stacy Bush April 20, 2017
What You Should Know Before You Name an HSA Beneficiery Stacy Bush April 13, 2017
Charitable Giving Tax Strategies Stacy Bush April 04, 2017
7 IRA Questions to Ask Before You File Your Return Stacy Bush March 28, 2017
6 Things to Know About a Roth IRA Kent Patrick March 21, 2017
5 Things All Roth IRA Owners Must Know Stacy Bush & Kent Patrick February 16, 2017
Back Door Roth Contributions Kent Patrick February 02, 2017
Creating a Portfolio Stacy Bush January 26, 2017
DOL Fiduciary Rule Stacy Bush January 17, 2017
Investing as a Couple Stacy Bush January 10, 2017
The Spending Plan Stacy Bush January 05, 2017
6 Financial Resolutions for 2017 Stacy Bush December 20, 2016
Year End Charitable Giving Stacy Bush December 13, 2016
In Denial About Spending on Adult Kids? Stacy Bush & Kent Patrick December 08, 2016
5 Year End Tax Planning Tips Kent Patrick December 01, 2016
5 Ways to Increase Gratitude Kent Patrick November 22, 2016
4 Actions to Take Now that Election is Over Stacy Bush November 17, 2016
How the Election May Affect Investments Stacy Bush November 01, 2016
Year End Tax Tips Kent Patrick October 25, 2016
Tax Rules When Selling Your Home Stacy Bush October 20, 2016
6 Things to Know About Roth IRA Conversions Kent Patrick October 13, 2016
4 Reasons Millennials Should Have an Estate Strategy Stacy Bush October 04, 2016
Managing Your Portfolio in the Midst of a Presidential Election Stacy Bush September 28, 2016
Managing Income Taxes on Investments Stacy Bush September 22, 2016
The Truth Behind Millennials & Student Loan Debt Kent Patrick September 15, 2016
When Your Children Leave Home, Will You Save More for Retirement? Stacy Bush September 01, 2016
A Decision Not Made Is Still A Decision Stacy Bush August 17, 2016
5 Things You Must Know About the “Still Working Exception” Stacy Bush August 11, 2016
5 Questions to Ask About Real Estate Stacy Bush August 02, 2016
5 Reasons Why Millennials Should Go with a Roth IRA Stacy Bush July 28, 2016
Retiree Confidence on the Rise Stacy Bush July 21, 2016
Insurance Assessment Needs: When You’re Young and Single Stacy Bush July 12, 2016
5 Brexit Takeaways for U.S. Investors Kent Patrick June 30, 2016
Life Insurance at Various Stages Stacy Bush June 14, 2016
The Generational Transfer of Money Kent Patrick June 09, 2016
5 Things You Can Do With A 401(k) That You Can’t With An IRA Stacy Bush June 02, 2016
New Department of Labor Regulations Stacy Bush May 24, 2016
Establishing a Financial Safety Net Stacy Bush May 19, 2016
What You Can Learn From Prince Stacy Bush May 11, 2016
Stock Market & Election Years Kent Patrick May 03, 2016
Divorce & Estate Planning Stacy Bush April 28, 2016
Insurance Needs Assessment: When You're Married with Children Stacy Bush April 21, 2016
What The March Madness Tournament Can Teach Clients About Investing Stacy Bush April 12, 2016
Does Your Portfolio Fit Your Retirement Lifestyle Stacy Bush April 07, 2016
4 Things Retirees can Learn About Retirement from Peyton Manning Stacy Bush March 29, 2016
4 Really Good Reasons to Invest Stacy Bush March 24, 2016
Do Your Children Understand Money Stacy Bush March 15, 2016
Still Time to Contribute to an IRA for 2015 Stacy Bush March 10, 2016
Protect Yourself from Tax-Related Identity Theft This Tax Season Stacy Bush March 01, 2016
3 Question to Ask About Your Long-Term Care Needs Stacy Bush February 25, 2016
Putting Market Corrections into Perspective Kent Patrick February 18, 2016
Market Volatility Causing Fear? Stacy Bush & Kent Patrick February 12, 2016
Understanding 2016's Higher Medicare Part B Premiums Stacy Bush February 09, 2016
10 Ways to Avoid Common Tax Filing Errors Stacy Bush February 02, 2016
How an Inheritance Can Change Your Financial Picture Kent Patrick January 28, 2016
Perspective on Volatility, Corrections, and Challenging Markets Stacy Bush & Kent Patrick January 20, 2016
Your RMD Questions Answered Stacy Bush January 19, 2016
Insurance Needs for Retirement Stacy Bush January 14, 2016
New Year Good Money Habits Stacy Bush January 05, 2016
Federal Reserve & Interest Rates Kent Patrick December 16, 2015
Financial Resolutions for 2016 Kent Patrick December 09, 2015
2015 Year End Tax Preparation Kent Patrick December 02, 2015
2015 Year End Planning Kent Patrick November 17, 2015
Social Security Claiming Strategies Stacy Bush November 03, 2015
How to Create a Succession Plan for your Family Business Stacy Bush October 20, 2015
College Planning - Five Things to Avoid Kent Patrick October 13, 2015
Mistakes To Avoid When Choosing Your Life Insurance Stacy Bush October 06, 2015
Five Retirement Planning Myths Kent Patrick September 29, 2015
How To Protect Your Loved Ones From Elder Abuse Stacy Bush September 22, 2015
7 Most Common Financial Mistakes Stacy Bush September 15, 2015
What do I do with my old 401k? Stacy Bush September 08, 2015

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