Mar 31, 2021 | Investment Management, Money Stress, Retirement Plan, Travis Maus
How to Recognize the Need to Provide Care for a Loved One It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically, mentally, or both. You may not want to overstep or force yourself into a situation but...
Mar 22, 2021 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money,...
Dec 29, 2020 | Investment Management, Money Stress, Steve Campbell
“This is the big one!” “We will never recover from this.” “Life will never be the same.” Sound familiar? Well, we have heard similar rhetoric before, and we are still here. We continue to press on. But 2020 has been a lot to digest. How do we make sense of all that...
Nov 16, 2020 | Investment Management, Money Stress, Steve Campbell, Travis Maus
What if there was a way to maximize your tax savings while simultaneously increasing the size of your donations? There is! In today’s video presentation, we break down the following concepts: 𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 – What are they? How do...
Nov 9, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
🖐🏼 Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you identify potential tax savings opportunities you could be taking advantage of before 12/31. 📈 This video focuses on capital gains....
Oct 28, 2020 | DOL Fiduciary Rule, Investment Management, Kerstin Driscoll, Money Stress, Retirement Plan
When people lose money, they get upset. If employees get upset about losses in their 401k plan employers can be on the hook. If you do not want to be held responsible by the Department of Labor for your employee losses, you need to make sure the investment options in...
