by Joni Lindquist | Aug 24, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social...
by Jamie Bosse | Jul 29, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning
Lately, it feels like the world has turned on its head. An invisible threat is lurking in our midst, changing the way we work, the way we interact, and what are investments are doing. There is so much uncertainty right now, that it’s hard not to be overwhelmed and...
by Matt Starkey | Mar 18, 2020 | Career Planning, Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions
Here are 8 facts for dealing with uncertainty this week. As we are calling each and every one of our clients, these are the thoughts I’m sharing. They might help ease your concerns, too. Not only are markets challenging our resolve, but people are disrupted by...
by Lucas Bucl | Mar 2, 2020 | Featured, Financial Planning, Investments, Life Planning
Over the last seven trading days, U.S. stocks have gone from all-time highs to falling to a market correction. While this has been a remarkably quick decline, market corrections are a normal part of investing and come along about once every year or so. It would have...
by Allan Naranjo | Feb 18, 2020 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
What is The SECURE Act? To keep you up to date on changes that may impact your financial life, below is a summary of the SECURE ACT. Setting Every Community Up for Retirement Enhancement Act or SECURE Act was passed by the Senate on December 19, 2019. This Act puts...
by Lucas Bucl | Dec 28, 2018 | Financial Planning, Investments, Retirement Planning
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
