Maximizing Outcomes by Reducing Taxes Over Your Lifetime
There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one. Read more
Read More
What Do You Do When Markets Are Down? Build Wealth!
Working your comprehensive, long-term financial plan means taking advantage of wealth-building opportunities that a down market can offer. Here are five planning items to consider now. Read more
Read More
The Market Volatility Survival Tool: True Grit
A tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit. Read more
Read More
Lean into Life After Work
Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. Read more
Read More
Chess, Poker, Investing and Life
In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. Read more
Read More
The Fear of Offending
Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more
Read More
Educate Your Heirs
Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. Read more
Read More
The SECURE Act and Student Loan Repayments: The Gift of Options
The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more
Read More
Does Your Financial Plan Need Attention? Try This
If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. Read more
Read More
The Promise of a New Career: Understanding the Finances of Your New Job
You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs. Read more
Read More