Congratulations! You’ve finally reached the point where you earn a few more dollars than you spend each month.What should you do with that extra cash? Where should it go? Those are the questions we’ll help answer. Why does it matter where you save? You work hard for...
The Value of Financial Planning Congratulations on taking the first step toward securing your financial future! If you’re starting to create a financial plan, you’re already ahead of the curve. Did you know that only one in every three adults in their 50s makes it as...
Our own Chris Johnson recently presented a “Taxes in Retirement” seminar at the Middleton Library. We thought sharing a few of the common questions would be helpful. How do I decide whether to save to my traditional or Roth 401k? It depends! Our tax system is...
We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to do.” Becoming overly conservative can be a huge mistake. We’ll get to that in a second. However, the reason...
We have prepared 12 Essential Questions to ask your financial advisor. Choosing the right financial advisor is a big decision—and the questions you ask can make all the difference. This guide outlines 12 essential questions to help you find an advisor who aligns with...
