by Sarah Tenhundfeld | Feb 26, 2020 | Financial Education, Financial Planning
I’ll just come out and say it – I don’t like rules of thumb. Financial rules of thumb are often viewed as the only way to way to make financial decisions. They are said so often that people start accepting them as gospel. I’ve heard people say things like, “You have...
by Chip Workman | Jan 7, 2020 | Financial Education, Taxes
As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills. Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...
by Jeannette Jones | Oct 23, 2019 | Financial Education, Personal Stories
Fall is continuing education season for financial advisors, when we have an opportunity to hear from experts on a variety of financial topics and use that information to help our clients. One of the best presentations I heard recently at the National Association of...
by Sarah Tenhundfeld | Oct 9, 2019 | Financial Education, Retirement
The 401(k) plan is the most popular employer-sponsored retirement plan today. Sixty-five percent of employers offer a 401(k) or similar plan to their employees. The world today has largely shifted the burden of retirement savings from the employer to the employee....
by Jeannette Jones | Aug 28, 2019 | Financial Education, Investing & Markets
In the United States we arguably live in one of the most peaceful and prosperous times in our county’s history. Our husbands and brothers are not being drafted into war. Most of us worry more about our weight than we do where our next meal will come from; and we...
by taaginc | Jun 19, 2019 | Financial Education, Smart Spending
Have you ever had a waiter or waitress take your order without writing it down? Whenever that happens to me, I am so impressed when my order comes out correctly. In the days when I waited tables, I tried the memory method. I would take an order and recite it in my...
