MoneyTracker Insights

Practical tips and advice from Don Grant’s radio segments to simplify your finances.

The Wealth Perspective

Stories and strategies to help you achieve financial freedom and growth.

Your Financial Compass

Expert guidance to cut through the noise and build lasting wealth.

Recent

Social Security After Divorce

There are some special Social Security benefits for married couples. What if you divorce? What happens to those advantages? While married, both spouses are eligible to collect Social Security based upon their own earnings. A lower-earning spouse has the opportunity to collect ½ of the higher-earner’s benefit, or their own…

Read More

Tapping Home Equity for Income

You’ve heard the concept before – the kids are out of the house – Mom and Dad retire… so it’s time to sell the big ole house and downsize. Equity in the home that exceeds the price of the new place can be used to create retirement income. I’ve been

Read More

Penalties for Missing Your RMD

For those who are 73 and older – the IRS requires you take a minimum distribution from your retirement account. There are some exceptions – but for the most part… the IRS has allowed the money to grow tax-deferred and now they want you to take monies out and pay

Read More

Young, and Smart Enough to Plan

In your 20s or 30s – it’s difficult to get excited about retirement. It’s difficult to fathom that money that could be spent on experiences, things and travel now is being sacrificed for retirement decades away. Younger investors who experience success with their investments can become engaged and begin enjoying

Read More

All Posts

Money & Finance

Lifestyle

'Two Bit'

Let’s Talk About Your Financial Goals

Have questions or need advice? Reach out —Don is here to help you take the next step toward financial freedom.