Here’s What We Think

A few big changes occurred in the IRA world that we thought would be important to share!

One of the top selling financial products of 2022 is the often misunderstood “Fixed Index Annuity” - let's dive deeper and understand what questions to ask and how this can play into your long-term retirement goals...

As many of you may know, I (Ryan) am expecting my first baby in the next few weeks. In honor of my little girl, I have curated some fatherly money advice from dads more famous than myself. Passing along sound financial advice is just one of the many ways dads show they care.

August is National “Make a Will” month. This is an annual reminder to create or update your will and it’s a great way to bring awareness. Wills are important documents, for estate-planning, to allow your assets to transfer smoothly to your heirs. Without a will or named beneficiaries your heirs, instead of gliding through probate, may find themselves in a probate nightmare.

The investment landscape is complicated. If you need assistance making sense of your investments, we’re here to help.