News From Mike

Mutual Funds Vs ETFs

October 26, 2020

Have you ever been curious about the similarities and differences between Mutual Funds and Exchanged Traded Funds? (MF and ETF)? The truth is that both have a lot in common. There are several key differences, however, that could make one a better option for you than the other.

Join Michael Reese, CFP and Zach Holcomb for a discussion in terms of how they are bought and sold, how their prices change, their fees, commissions and loads, their income tax implications, their holding restrictions, their investment minimums, and more.

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Income Planning

October 19, 2020

When you get ready to leave the workplace, the importance of planning for INCOME in retirement is of the upmost importance.

Join Michael Reese, CFP and Zach Holcomb for a high-level discussion on the importance of planning for income in retirement. Switching gears from saving for retirement to turning that savings into a retirement paycheck is a tricky proposition. Listen in to learn about the steps that can help bring your retirement income plan into focus.

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Understanding Medicare in 2020

October 12, 2020

While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative podcast, Zach Holcomb and Becky Reese will discuss all things Medicare and how to navigate it.

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