Category: Family

Building Generational Wealth With Hard Assets

Chad Wotton

Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through investing in hard assets that…

Categories: Family, Major Life Purchases

Fortify Your Financial Security During the Holidays

Thad Schlaud

As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor. Protecting your financial information from hackers during this period demands heightened vigilance and proactive measures. Here’s a comprehensive guide to safeguard your financial well-being during the…

Categories: Family

Estate Planning & Business Transition Checklist

Thad Schlaud

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the…

Categories: Family, Major Life Purchases

Just Married: Quick Estate Planning Guidelines

Patrick Nalepa

You’re already sharing a life, now it’s time to share some important information to get your next chapter off to a seamless start. I work with many individuals who have gotten married within the last few years or are looking to do so soon. While there are many logistical items…

Categories: Family

Three Massive and Often Hidden Costs of Divorce

Thad Schlaud

Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It’s essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: Health insurance, dividing…

Categories: Family, Major Life Purchases

Five Compelling Reasons to Rethink Social Security

Thad Schlaud

When it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years, there has been growing concern about the long-term viability and sustainability of the Social Security system. As a result, it is becoming increasingly important…

Categories: Family, Industry Ideas

How to Help Your Kids Understand the Value of a Dollar

Young children tend to think money simply appears somehow and that their parents have an unlimited supply to spend on them. This is, of course, highly unrealistic, and part of your job as a parent is to help your kids understand the value of a dollar and grow into responsible…

Categories: Family