To Refinance or Not…That is the Question

Category: Financial Planning

By Andrew Farmer

04/02/2020

While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage. 

Umbrella Insurance Is Just a Catch All Policy, Right?

Category: Financial Planning

By Guest Blogger

07/06/2021

Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.

Uncle Sam Wants His Money

Category: Financial Planning

By Ross Polking

11/02/2018

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.

Water Cooler Advice May Be All Watered Down

Category: Financial Planning

By Marcus Iwig

08/18/2021

While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging. 

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

Webinar: Navigating Elder Care

Category: Financial Planning

By Stacie Neussendorfer

07/26/2023

Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.