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What Fees Are You Paying In Your 401(k)?

Published by Micah Schmidt, If you are like many workers in the Unites States, your employer offers a defined contribution plan such as a 401(k) or 403(b) as a part of the benefits package. As you look to direct how investments are made within your account, it is important to consider all fees involved along with investment performance to determine the best allocation choice for you.

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Financial-Budget

Blog

Share Buybacks: A Good Alternative?

Published by Bob Loewens Often I have questioned whether it is best for a company to grow earnings per share (EPS) through stock repurchase programs or from re-investing to support higher demand for their products. I have gone so far as to wonder if less emphasis should be placed on buyback driven EPS increases. However, I have come to realize that these efforts can be very attractive to long term results.

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Videos

Maximizing Social Security

Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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4 Powerful Yet Simple Keys to Retirement Planning

Published by Mike Schudel There is clearly a disconnect happening in America: there is so much focus on retirement planning yet we hear stories and statistics that suggest many do not feel prepared for this important transition in their lives. Likely, this is a result of a number of factors including the overwhelming amount of information available, widely disparate views on how to plan for retirement and a focus more on the complexities of retirement planning rather than the essential basics.

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10 Questions to Ask Your Advisor Infographic

Infographics

10 Questions to Ask Your Advisor

We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Their Wealth Advisor.

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Reviewing and Updating Your Estate Plan

Published by Ben Goethel While I no longer prepare estate plan documents, as a former practicing estate planning attorney, I know how important it is to review your estate plan with regular frequency and at least as often as every three to five years. It’s also good practice to review your estate plan after any life events, such as the birth of a child.

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Free Guides

Cross Generational Financial Planning

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.

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Infographics

A Life Defined Starts Here

Many people set goals, yet on average they only attempt them less than once. Those who do reach their goals attribute their success to setting tangible, measurable objectives – and pursuing them with focus and determination, even when faced with challenges.

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Videos

Cybersecurity

With security breaches appearing in the news weekly, how can you protect yourself from becoming one of 11.5 million people who fall victim to identity theft each year? Watch the video below for simple steps you can take to protect your identity. Contact us for additional information on cybersecurity threats and learn more about how you can implement a plan to mitigate risk.

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Blog

Don’t Treat Your Home Like A Cash Cow

Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.

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