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The Promise of Small Beginnings

Category: Financial Planning
By Kent Kramer
04/08/2024

Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.

What I Learned On The Road To The House on the Lake

Category: Financial Planning
By Jerry Foster
04/08/2024

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

“Sportsified” Diversification

Category: Financial Planning
By Ross Polking
03/13/2024

The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.

Why should you have a budget?

Category: Financial Planning
By Kadin White
12/13/2023

The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.

Psychology and Wealth

Category: Financial Planning
By Brittany Heard
10/30/2023

The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness. 

Time to Revisit Your Cash Reserve Fund

Category: Financial Planning » Cashflow
By Caleb Brown
10/19/2023

Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life. 

The IRS Punted on 2023

Category: Financial Planning
By Ethan Gascho
10/13/2023

The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.

The Three To-Do’s in the Fourth Quarter

Category: Financial Planning » Cashflow
By Marcus Iwig
09/22/2023

The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.