by Michael Raidt | Jan 13, 2021 | Effective Decision Making, Financial Planning
Happy New Year! 2020 was obviously tough on so many of us. Here’s to hoping you’re able to find some positive moments to reflect on over the last year, and that 2021 brings you health and happiness. Like so many people this time of year, I have decided to try my...
by Jeannette Jones | Nov 11, 2020 | Effective Decision Making, Financial Planning
Last Sunday morning, my husband and I took advantage of the unseasonably warm weather outside and went for a walk in our neighborhood. As we headed back home, a car pulled up beside us and rolled down the window. It was a client, stopping to say hello on her way to...
by Sarah Tenhundfeld | Oct 21, 2020 | Financial Education, Healthcare & Wellness
If you have a High Deductible Health Plan you have probably heard of a Health Savings Account (HSA) and may even have one. HSAs came into existence at the end of 2003 when the Medicare Prescription Drug, Improvement, and Modernization Act was put into law. Even though...
by Jeannette Jones | Oct 7, 2020 | Behavioral Investing, Investing & Markets
Politics are an emotional mine field these days. Both Democrats and Republicans seem certain that a loss for their presidential candidate will spell catastrophe for the financial markets based on differing opinions on tax policies, economic stimulus plans, and other...
by Chip Workman | Jul 15, 2020 | Effective Decision Making, Healthcare & Wellness
Many years ago, I volunteered one morning per year at an area school with other financial types playing what can most simply be described as a stock market game. The goal of the game and the ensuing discussion was to teach children how saving and investing can help...
by Sarah Tenhundfeld | Jul 8, 2020 | Behavioral Investing, Investing & Markets
Baseball is almost back and even if we can’t visit Great American Ballpark it’ll be nice to be able to finally watch it at home or listen to it on the radio. The Last Dance documentary kept us occupied for a little while but nothing says Summer like Reds baseball....
