Make Up for Lost Time by Saving Now Transcript: Katie Nealis: I am in my early 50s. And I feel that I’m falling behind with my savings for retirement, what are some corrective steps that I can take? Easan Arulanantham: So I would say, if you don’t have a financial plan, start with a financial
Transcript: Tom Vaughan: Hello, everybody, welcome to Tuesday. The S&P 500 was down about a half percent today. Most of the indexes were down today. One of the things to keep in mind about a week like this, we have some of the biggest companies really in the world reporting earnings. We had Apple and
Tom Talks about Money Needed to Retire Transcript: Katie Nealis: What percentage of my final work earnings? Well, I need an overtime income. Tom Vaughan: What percentage of my final work income? And so yeah, so let’s say you’re making $100,000. And you’re going to retire how much you’re going to need in retirement. There’s
Transcript: Tom Vaughan: Hello everybody, welcome to Monday. The S&P 500 was up almost a .25%. All of the major indexes were up today; it was a pretty good day, as far as that goes. Two big pieces of information that I think you should focus on from today. Number one, is we have some
Tom’s Thoughts on Maximizing Social Security Transcript: Katie Nealis: I’m 67, I’m retired, a lot of my friends are taking their social security at 67. Instead of waiting until 70, what do you think I should do? Tom Vaughan: Yeah, that’s really interesting. So this is a question that came in a while ago. And
Transcript: Tom Vaughan: I want to start with just, kind of talking about a summary of what happened this week inside the stock market. Really interesting week, actually. And so I want to point out some of the highlights and kind of the things the analysis from what I see and where things might go
Transcript: Tom Vaughan: Hello, welcome to Thursday. The S&P 500 was up .2% today, and we’re getting really close to an all time high. Again, it’s actually happening on most of the major indexes right now, getting near all time highs, so that’s fantastic. Great leadership today out of some really high quality companies like
Transcript: Katie Nealis: Are we in another tech bubble? Just like the previous tech bubble? Tom Vaughan: Yeah, Vanessa quite a few times, especially last year when things are really happen. I said no last year, and actually I was right. Because if we were in a tech bubble last year, you know, it basically
Transcript: Tom Vaughan: Hello, everybody, welcome to Wednesday. The S&P 500 was up about .8%, today. All of the indexes were up. The Russell 2000 Small Cap Index was up 1.8%, today. Really good day actually. We’ve now made back all the money that we lost on Monday, and we’re starting to head back; I
Tom Knows: Efficient Tax Structures are Important Transcript: Katie Nealis: What is a controllable income versus an uncontrollable income? Tom Vaughan: Oh, wow. Okay, that’s actually a really important component, especially in tax planning area. So a controllable income versus an uncontrollable income, and you need to be able to identify those to be able