A quick question for you: Would it be easier to spend money if you had plenty of it? It seems logical to think that would be the case....

When investing, we often don’t think of an order of operations to maximize our investment dollars. But like math class – multiplication...

This recent market volatility has many investors wondering if now is a good time to change up their investments. It’s not easy to watch...

Investing can be a fun enterprise when your investments are increasing in value. Like gambling wins, people love to talk about their...

Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...

Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...

Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...

It sure doesn’t feel like it in 2022, but the stock market in the United States generally goes up. On any given day, it’s virtually a...

We are fortunate to live in an agricultural community. I truly think a connection to the land and an appreciation for how crops are...

Most of us know that the stock market will go through down periods. You may even recall events such as the dot-com bubble or The Great...

I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...

If you are like many Americans, you probably have money parked in an old 401(k) plan. Perhaps you changed jobs and your 401(k) was left...

A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...

If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...

In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....

Opening investment statements – or checking values online – is tremendously gratifying when markets are rising. When markets swing in the...

In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...

What if I said I could offer you an investment with a guaranteed return of 9.6%? There’s no chance of loss. Would you be interested?...

If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...

Chances are that at some point in your life you or someone you know have had an accident that impacts their ability to work. Whether you...