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May 23, 2022

How much longer will inflation eat at us? How can we inflation proof our retirement? Hear Kevin talk about different options to help with inflation including annuities! 


May 16, 2022

Economists routinely tell us that the biggest retirement worry is running out of money.  But Forbes says there’s another concern that doesn’t get as much attention … and that’s maintaining the same standard of living.  Hear Kevin explain how his 6 Pillars for a successful retirement can help you maintain...


May 9, 2022

We’ve all heard of Roth conversions….paying taxes today for tax free income or legacy down the road.  The legacy will still have PA inheritance taxes due on it at 4.5% - 15%. What if you did a Legacy Conversion instead? 

This is for those of you who may not need all of your IRA to live on!  The Legacy Conversion has...


May 2, 2022

I recently read a story about a guy from Arizona who went to Las Vegas.  He was playing a slot machine at a casino there when he hit the jackpot for more than 200-thousand dollars.  The only problem was the software in the machine malfunctioned, so it gave no indication that he had won.  By the time the Nevada Gaming...