Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse. Here is an […]
Are you Charitable or Philanthropic? Read More »
Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021. Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation. As potential tax law changes and other challenges (or opportunities) evolve
Year End Strategies 2021 Read More »
Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company. During a phone conversation with an advisor on their customer service team, they requested
Client Story: The Busy, Pre-Retiree Couple Read More »
Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you have and what you will need • Costs: Calculating and forecasting your future
Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living Read More »
[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”]Living on the Other Side By C. Michael Johnson, CFP® I get asked all the time, so now that you are on the other side (translation old and retired), do you think the financial advice you shared for the past 40 years as a wealth advisor was useful and
A Reflection from C. Michael Johnson, CFP® Read More »
