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
Video

Timeless Principles of Investing

Chad Wotton

Changing your investment strategy mid-stream will most likely have a detrimental impact on your results. Focus on what you can control when it comes to your investments. Don’t just think long term; act it too.

Categories: Education
Video

How to Weather a Market Downturn

Thad Schlaud

Long-term investors will experience a number of market downturns over the course of their lives, which can be triggered by everything from natural disasters to political turmoil. So, if you’re investing for retirement or another long-term financial goal, you need…

Categories: Education
Video

Get a Jump Start on Your 2022 Taxes

Wayne Bell-Warren

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April…

Categories: Education