Should You Work with a CEFEX-Certified Advisory Firm?
Single Stock- Too Much of a Good Thing
Six Key Ideas for Navigating Markets for the Rest of 2022
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Speeding Tickets & Investing
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
Spending That Can Wreck Retirement
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
Spring Clean Your Financial Plan
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Spring Training Thoughts for Your Portfolio
When Was the Last Time You Reviewed Your 401(k) Plan?
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
While You Were Sleeping
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
Who Can Benefit from a 529 Plan
Who Is Your Team’s Financial General Manager
Who Really Needs a Financial Advisor?
Who Run the World? Girls!
Who Should Care About the CARES Act? You!
Why I Do, What I Do
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.