Make It Last – Ep 41 – Beware Discount Brokers and Tax Scams

Discount brokers will tell you that they don’t work on commission, but that may not

continue reading

Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts

In this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will

continue reading

Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees

This week, Victor takes a deep dive on the new tax law, especially the way

continue reading

Make It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations

This week, Victor covers a news story where a computer model made a 4-year error

continue reading