Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
Explore how tax planning strategies could be aligned with your income, assets, and long‑term goals. Marcus shares why personalized approaches often lead to more informed financial decisions.
Tax planning can help create more flexibility over time. Melissa, explores a few strategies and considerations in her latest blog.
In this special edition, hear from Gretchen Muller, Director of Communications, as she shares how her life experience will help lead the future of Financial Perspectives. Kent Kramer, Chief Investment Officer, shares his plans for retirement and transitioning the host of Financial Perspectives. He reflects on the series’ beginnings in 2020.
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Whether your 65th birthday is approaching, you are planning to retire soon, or you or a loved one are living with a disability, it's important to understand the nuances of Medicare coverage.
Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separate market noise vs fundamentals and share a planning-first approach to staying disciplined through volatility.
Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
Explore how tax planning strategies could be aligned with your income, assets, and long‑term goals. Marcus shares why personalized approaches often lead to more informed financial decisions.
Tax planning can help create more flexibility over time. Melissa, explores a few strategies and considerations in her latest blog.
In this special edition, hear from Gretchen Muller, Director of Communications, as she shares how her life experience will help lead the future of Financial Perspectives. Kent Kramer, Chief Investment Officer, shares his plans for retirement and transitioning the host of Financial Perspectives. He reflects on the series’ beginnings in 2020.
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Whether your 65th birthday is approaching, you are planning to retire soon, or you or a loved one are living with a disability, it's important to understand the nuances of Medicare coverage.
Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separate market noise vs fundamentals and share a planning-first approach to staying disciplined through volatility.
If you’re approaching Medicare eligibility, a clear understanding of its four parts can be incredibly helpful. In this blog, Ashlee, walks through Medicare’s structure and key considerations for new enrollees.
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
Feeling overwhelmed by the financial side of separation or divorce? Brittany, outlines key considerations and practical steps that can help you get organized.
