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Teaching Your Kids to Invest Early in Life

Category: Financial Planning
By Caleb Brown
07/19/2021

One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.

Alphabet Soup

Category: Financial Planning
By Wade Den Hartog
06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.

5/29 is for 529’s

Category: Financial Planning
By Kadin White
05/25/2021

May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.

Raising Kids, Lowering Taxes

Category: Financial Planning
By Andy Rushenberg
04/16/2021

Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.

Steps to Take When a Loved One Dies

Category: Financial Planning
By Guest Blogger
02/04/2020
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Maximize Your Limits

Category: Financial Planning
By Ethan Gascho
01/31/2020
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

Confirming What You Know

Category: Financial Planning
By Kyra Wells
12/17/2019
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Money Can’t Buy Happiness, or Can It

Category: Financial Planning
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!