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How Could You Use Your Stimulus Check?

Category: Financial Planning
By Brittany Heard
05/27/2020
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

Vaccine for Physician Pocketbooks

Category: Financial Planning
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

How Could You Use Your Stimulus Check?

Category: Financial Planning
By Brittany Heard
05/27/2020
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

Vaccine for Physician Pocketbooks

Category: Financial Planning
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

CARES Act Q&A

Category: Financial Planning
By Kent Kramer
04/17/2020
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

Cars, Planes, and Market Crashes

Category: Financial Planning
By Reed Rinderknecht
04/09/2020
As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come.