by Michael Raidt | Dec 29, 2021 | Financial Planning, Personal Stories
As we near the end of 2021 I’d like to start by wishing all our readers a very Happy New Year. It’s my hope you’ll find success in your resolutions, and that 2022 is good to you and your families. Around this time last year, I put together a Financial Advisor’s...
by Michael Raidt | Nov 24, 2021 | Advisors, Personal Stories
I recently read this article by Morgan Housel and this passage stuck with me. In his book on the final days of World War II, Stephen Ambrose writes about a wounded American soldier who’s carried back to the medic tent. He knows he’s going home – his war is over....
by Michael Raidt | Oct 20, 2021 | Effective Decision Making, Smart Spending
The use of credit cards can be a great financial planning tool. They can also be one of the worst financial decisions you can make. After receiving many solicitations to upgrade my American Express credit card, I decided to give them some attention and consider...
by Michael Raidt | Sep 15, 2021 | Insurance Planning
A few weeks ago, this blog addressed things to consider when purchasing property and liability coverage. As we review policies and quotes on behalf of clients there are some common questions, mistakes and coverages that are worth discussing. We take a closer look at...
by Michael Raidt | Aug 11, 2021 | Insurance Planning
Risk management is an important part of a comprehensive financial plan. Insurance is one of the best and most common ways to protect the assets you have against hazards and third-party liability claims. Lately we have had several clients come to us with questions...
