Blog

Filter Blog by:
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

Blog

Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

Read More
The Financial Cost of Adoption

Blog

The Financial Cost of Adoption

By Elizabeth Stangel November is National Adoption Month, a month dedicated to celebrating successful adoptions while also bringing attention to a large number of children still in foster care waiting for their forever families. National Adoption Month was first started as Adoption Week by Massachusetts Governor Mike Dukakis in 1976. From there President Ronald Reagan started the first National Adoption Week in 1984 which eventually led to President Bill Clinton dedicating the entire month of November as National Adoption Month in 1995. Every November is now dedicated to children and young adults in the foster care system searching for permanent,...read the full article

Read More
Compounding Wealth (and Wisdom)

Blog

Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

Read More
4 Tips to Take Your 401(k) to the Next Level

Blog

4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

Read More
Knowledge Isn’t Enough Anymore

Blog

Knowledge Isn’t Enough Anymore

By Doug Gjerde In complicated fields like financial planning, medicine and aviation being knowledgeable is critical but it isn’t enough. Complication requires a system that ensures the learning is applied and used safely and effectively. Missed opportunities and overlooked threats can happen to the brightest professional when dealing with complex issues if a proper process isn’t in place to support the knowledge. Processes and systems are important in today’s complex world of wealth management. We have adapted a process called Wealth Designed. Life Defined. It was originated by our strategic partners at Carson Group. Are you using a process for...read the full article

Read More
How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

Read More
Why You Need a Will (and You Need One Today)

Blog

Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

Read More
Should you invest in a Roth or Traditional IRA?

Blog

Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Read More
The Progression of Financial Planning Through Every Decade of Your Life

Blog

The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Read More
How to Buy a Car Without Losing Your Mind (or Your Wallet)

Blog

How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

Read More