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 Sarah Tenhundfeld | Dec 30, 2020 | Financial Planning
This year has been marked by levels of uncertainty most of us have never experienced before in our lifetimes. If there was ever a year where planning and preparedness were needed, it was 2020. While we can’t erase all traces of this year when the clock strikes...
by Michael Raidt | Dec 9, 2020 | Financial Planning
A Financial Advisors Holiday Wish List The past couple weeks around the Raidt household have included lots of holiday prep. Decorating our Christmas tree, baking cookies, shopping – the usual stuff. My three-year-old daughter is grasping the idea of Christmas and...
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 Michael Raidt | Nov 4, 2020 | Financial Planning, Personal Stories, Uncategorized
Very few things represent childhood to me more than Halloween. I mean what is better than dressing up as your favorite movie character or creating a spooky costume to run the neighborhood accumulating copious amounts of free candy! I remember fondly my peak years of...
by Chip Workman | Oct 28, 2020 | Financial Planning, Personal Stories
Last week our family’s first puppy, Millie, celebrated her 1st birthday. Just a few weeks after the litter was born, our family drove out to Indiana to meet them. Nine of the ten puppies ran around, bumping into one another, sniffing us and each other. But a small,...
