by Amy Kosche | Feb 26, 2020 | Uncategorized
Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve their happily ever after. In this episode, Matt Perrone, a financial planner with The Retirement Solution (TRS), shares stories about how he... by Amy Kosche | Feb 12, 2020 | Uncategorized
Do you ever feel trapped by your real estate investments? Maybe you’d like the freedom to travel, but you’re burdened by rental properties that demand regular maintenance. In this episode, Mike Whitmore, a financial planner with The Retirement Solution (TRS), walks... by Amy Kosche | Jan 29, 2020 | Uncategorized
Considering all of the misinformation that surrounds annuities, are you unsure of whether to use this investment type? In this episode, Jim Black shines light on the features of annuities and walks you through their advantages and disadvantages. This is an informative... by Amy Kosche | Jan 15, 2020 | Uncategorized
Whether you win the lottery, inherit a large sum of money, or suddenly lose your job, the result of this new life transition will affect your finances. Today, Jim Black shares how he and The Retirement Solution team assists clients through life’s transitions to help... by Amy Kosche | Jan 8, 2020 | Uncategorized
Not everyone needs a financial planner, but we do all have questions like, “Will I be okay in retirement?” “When should I start collecting Social Security?” Today, Tom Black shares how he, and The Retirement Solution’s team, partner with the American Financial... by Amy Kosche | Dec 18, 2019 | Uncategorized
Your children will never be too old to hear your financial advice; the secret is in knowing the right way to pass it along to them. In part two of his mini-series, Jim Black discusses how to talk to your adult children about money. There’s a delicate balance between...