How Thoughtful Tax Planning Could Help You Keep More of What You Earn
Tax planning can help create more flexibility over time. Melissa, explores a few strategies and considerations in her latest blog.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
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.
How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Webinar: Have You Secured Your Healthcare Coverage in Retirement?
Category: Financial Planning
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.
Medicare Enrollment: 3 Pitfalls to Avoid (and How to Plan Ahead)
Category: Financial Planning
Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan | Financial Perspectives
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.
Take A Seat with Medicare: How Part A, Part B, Medigap and Part D Work Together
Category: Financial Planning
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.
Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
2026 Fearless Article – “Financial Considerations for Women Facing Separation or Divorce”
Feeling overwhelmed by the financial side of separation or divorce? Brittany, outlines key considerations and practical steps that can help you get organized.
How Thoughtful Tax Planning Could Help You Keep More of What You Earn
Tax planning can help create more flexibility over time. Melissa, explores a few strategies and considerations in her latest blog.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
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.
How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Webinar: Have You Secured Your Healthcare Coverage in Retirement?
Category: Financial Planning
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.
Medicare Enrollment: 3 Pitfalls to Avoid (and How to Plan Ahead)
Category: Financial Planning
Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan | Financial Perspectives
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.
Take A Seat with Medicare: How Part A, Part B, Medigap and Part D Work Together
Category: Financial Planning
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.
Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
2026 Fearless Article – “Financial Considerations for Women Facing Separation or Divorce”
Feeling overwhelmed by the financial side of separation or divorce? Brittany, outlines key considerations and practical steps that can help you get organized.
Lock Your Digital Doors: Steps to Help Protect Your Digital Life
Category: Financial Planning
Lock your digital doors! Just like securing your home, small habits can make a big difference. In her latest blog, Kate, shares practical steps to help protect your information.
Protect Your Home and Data with Cyber Insurance
Category: Financial Planning
Homeowner’s insurance is constantly evolving, and so are the add-on coverages that provide additional protection. Join Madelyn as she shares what this means in practice.
Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT | Financial Perspectives
Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.