Jun 16, 2021
Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity?
AMR talks about some of the family dynamics when the financial family roles begin to shift.
They also discuss things that should be known and asked in the event that someone else needs to...
Jun 11, 2021
Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses:
Jun 9, 2021
Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc.
Chuck Nardozza, Managing Director of Travel Sales at AAA shares top travel trends, restrictions, and planning ideas.
Jun 4, 2021
Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, recovery process, and regular testing.
Individuals should use dual factor authentication, complex passwords and rotate them,...
Jun 2, 2021
Jeff Perry co-hosts with Chris. They discuss Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it.
Chris, Mike, Jeff, Jeff, Scott, talk about all things Amazon.