by Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
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 Jessi Chadd | Dec 30, 2019 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
When you are facing a big life transition (death of a loved one, divorce, selling a business, retiring, having a child, getting married, etc.), one of the most overwhelming parts of the transition can be the Ending Stage. You will know you have reached this stage in...
by Joni Lindquist | Jun 18, 2019 | Financial Planning, Retirement Planning
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
by Joni Lindquist | May 3, 2019 | Financial Planning, Retirement Planning
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
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...
