by Ali Schweitzer | Mar 12, 2025 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “Investment Withdrawals in Retirement” Investment withdrawals in retirement and the plans to get there is something we should be thinking about years before retirement. This is tricky because we never really know when we...
by Ali Schweitzer | Feb 14, 2025 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “Tracking Your Net Worth” Your net worth is the sum of assets or things you own. From this, you subtract any debt or money you owe. Tracking your net worth allows you to take steps towards better financial security. You...
by Ali Schweitzer | Jan 15, 2025 | Healthcare, Media Appearances, Retirement
Morning Blend on Mater Dei Radio: “Retiree Regrets” Retirement has it’s fair share of new beginnings and excitement, but that’s not to say it doesn’t come with regrets over time. After years of working with individuals plan for and...
by Ali Schweitzer | Dec 20, 2024 | Media Appearances, Money Tips, Taxes
Morning Blend on Mater Dei Radio: “End of Year Tax Planning” With the end of another calendar year approaching, it’s time to consider taxes. Even though not all tax-related tasks need to be completed by the end of the year, it’s important to...
by Ali Schweitzer | Nov 15, 2024 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “How Much Car Can You Afford” How do you decide how much you can afford when it comes to buying a car? The first step when looking for a new car is understanding the car market, your budget, and what your options in this...