Jul 15, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
Jul 10, 2020 | College Planning, Investment Management, Money Stress, Retirement Plan
In this presentation, Ryan Seymour, a financial planner with S.E.E.D. Planning Group, describes the foundational pieces in building a financial plan. Getting started can be overwhelming. We hope this video can help you understand the key aspects needed to help you on...
Apr 27, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Many people don’t believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable...
Apr 24, 2020 | Investment Management, Money Stress, Retirement Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). What Plan provisions have changed due to the CARES Act?Under that CARES Act, both the withdrawal and loan provisions have been changed to allow employees...
Apr 22, 2020 | Investment Management, Money Stress, Retirement Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). Do your employees qualify?As a direct result of the onset of the Coronavirus sweeping the nation, the government signed into law the Coronavirus Aid, Relief and...
Apr 20, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
#1 – Rebalance your equities. Look at your stocks or stock funds. Are there stocks whose prices have dropped further than others? Are their companies which are very likely to get back to normal after this crisis subsides? Market selloffs, like the one we are...
