Sep
02
Taxes are crucial to financial planning, yet many people only engage with them during the annual tax filing season. The concepts of “tax preparation” and “tax planning” are sometimes mistaken as interchangeable—but they mean two very different things. Understanding the difference between tax preparation and tax planning can significantly impact…
Aug
15
In 2022, our Vice President Aaron Terwedo joined CEO Dale Terwedo in earning his Chartered Financial Consultant® (ChFC®) designation. While you may have heard the acronym before, not all investors are familiar with the actual benefits of having a ChFC® professional in their financial lives. Below is a quick breakdown…
Jul
15
While it’s hard to imagine a future where our children must live without us, it’s a reality that every parent needs to plan for. And when you’re caring for a child with disabilities, it takes a few extra steps to build them a more secure financial future without jeopardizing their…
Jul
01
If you’re caring for an individual with disabilities, your estate planning priorities tend to look different than others. Your focus is on securing the financial future of your disabled loved one without impacting their ability to benefit from outside funding. As a parent or caretaker, you need to consider their…
May
28
When asked what you want your retirement to look like, there is a never-ending list of answers. Some people want to travel the world, others strive to build fulfilling encore careers, and others can't wait to live on their terms. Many itch to leave the 9-5 grind and endeavor to…
Apr
01
To ensure that your legacy lives on and positively impacts future generations, you must implement an efficient estate planning process. Optimizing the transfer of your assets can maximize benefits for your heirs and charitable causes you are passionate about. Let’s dive deep into estate planning and how you can efficiently…
Jan
15
Senior living isn’t a one-size-fits-all experience. Your needs, preferences, and passions are unique; not every community will fit the bill. Frequently, people exclusively associate nursing homes with senior living. But the reality is that only 3% of senior citizens live in nursing homes. Retirees can choose from over 5,000 continuing…
« Previous Page — Next Page »
