Video

Keeping Politics out of Your Portfolio

Jeff Ivory

Keeping politics out of your investment portfolio involves focusing on fundamental financial principles rather than making decisions based on political beliefs or events. Let me walk you through why prioritizing sound investment strategies over political considerations, can potentially achieve the most stable and consistent returns over time.

Categories: Education
Video

3 Benefits of Powering-Up Your 401(k)

Nicole Standen

In some good news for 2022, contribution limits have increased for 401(k)s. For those looking to max out their 401(k)s in 2022, you can contribute $20,500—an increase of $1,000. For workers over the age of 50, the catch-up 401(k) contribution is still an additional $6,500 per year. Contributions to your…

Categories: Education
Video

3 Ways Gratitude Can Impact Your Money Mindset

Chad Wotton

In today’s video, we’ll share five strategies that can help boost your retirement savings. Keep in mind, each of these strategies may not align perfectly with your financial goals. So, if you have questions, don’t hesitate to seek advice from a financial advisor.

Categories: Education
Video

New RMD Rule

Nicole Standen

The age at which you must start taking required minimum distributions or RMD’s from your tax defferred retirement accounts has been raised. In this video I’ll be discussing how you can navigate the new RMD rule and make the most of your retirement plan.

Categories: Education
Video

Retirement Plan Mistakes

Thad Schlaud

Are you making mistakes in your retirement planning without even realizing it? In this video I’ll cover the top 4 retirement planning mistakes to avoid so you can enjoy your golden years without scrimping in the meantime.

Categories: News
Video

Teaching Financial Independence

Chad Wotton

Making the transition from High School to college involves making several very key important financial decisions . It’s important to teach your child the impact of financial loans on their future and how to make smart financial decisions while in college.

Categories: Education
Video

Women Retirement

Nicole Standen

Women face unique challenges when it comes to employment, income, and caregiving. As a result, they often must take a different approach when it comes to preparing for retirement. Here’s a look at some of the retirement hurdles women face and how to address them.

Categories: Education