The Perils of Do-It-Yourself IRA Transactions
I hope your summer months wrapped up well. For many of you, kids are now back in school and a routine is gladly welcomed. For others, this time of year …
Financial Planning – Outside the Lines
Are you tired of taking sides? Tired of having to choose one over another? Simply tired of making so many decisions every day? Well, I’m not surprised given that some …
A Counterintuitive Freedom
I hope you are having a good summer. I always enjoy the 4th of July holiday. I anticipate good food, good fellowship, and of course, some fireworks! Before I continue, …
When Things Don’t Go as Planned
Ever had a plan not go as expected? Yeah, me too. In fact, my family and I are living this reality right now. After twelve years of being in the …
Finding a Financial Mentor
I was challenged this morning by a pastor and friend who spoke to a group of fathers. The question initially posed was this: “What do I most need today in …
Living a “Just In Case” Retirement
Very recently a couple of us from the office attended a retirement income planning seminar. The seminar was titled, “Don’t Live a Just in Case Retirement.” Tom Hegna, an internationally …