What 2022 Has Taught Us
By Brittany Hagy What a roller coaster 2022 has been! Whether it’s at the gas pump and grocery store or in your 401k’s and investments, we’re all feeling the squeeze…Read More
The #1 Retirement Necessity (By Tanner Horstmeyer)
What if I told you that the most important thing in your retirement wasn’t a mutual fund, a booming stock, a collection of bonds or even that 401k that you…Read More
What in The Bear Market is Going on?
By: Tanner Horstmeyer, IAR IT ACTUALLY HAPPENED. The S&P recently delved into bear market territory which means a 20% decline from its most recent high. We had a strong sense…Read More
Taxes and How They Impact Your Financial Plan
It’s officially tax season. I know, I know. No one likes to talk about taxes. They’re boring. They’re high, seemingly always increasing. And they’re everywhere. They’re at the gas station,…Read More
Do I Really Need a Comprehensive Financial Plan?
We find ourselves in unprecedented times as the onset of COVID-19 has severely impacted our world, our lives, our work, our community, and for so many — our finances. We…Read More
Does Tax Planning Really Matter?
Let’s be real, no one actually likes to talk taxes, but it is a reality of our lives as citizens of the United States. You may not consider the importance…Read More
The Importance of Working with the Right Financial Advisor
In the financial industry, advisors can be licensed in multiple ways and thus have different standards of care they are legally held to when working with clients. The first is…Read More
You Still Have Time for Retirement Resolutions
A few weeks into a New Year and many think about various aspects of their lives. One of the primary areas that is commonly reviewed is personal finance. If you…Read More
Your New Year’s Retirement Resolutions
As we head into 2021, it is a good idea to consider the resolutions you might be planning. You might want to do things like exercise more often or drink…Read More
So You’re Retiring in a Few Years
After a stressful 2020, you’re thinking more-and-more about retirement.While the bulk of your retirement prep work and heavy lifting has been completed by the time you’re a couple of years…Read More