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

College Costs Are Rising 5X Faster Than Inflation

Thad Schlaud

In today’s rapidly changing economic landscape, proper financial planning has become more critical than ever. When it comes to saving for children’s college expenses, accounting for inflation is a fundamental aspect that cannot be overlooked. Inflation, the gradual increase in the cost of goods and services over time, has the…

Categories: Education, The Market

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

A Global Recession in 2023: Are We There Yet?

Thad Schlaud

Pay heed to rising bankruptcies but examine other economic indicators too. As we approach summer, there has been a fair share of speculation and concerns about an impending global recession (sometimes even from me!). And concerns over a potential global recession have intensified as bankruptcies surge and many economic indicators…

Categories: News, The Market