Here’s What We Think

When kids start earning money, especially from summer jobs, it’s a huge opportunity. Not just to build savings, but to build financial clarity and habits that can last a lifetime.

There’s something comforting about cash. Seeing a healthy balance in your checking or savings account can bring a real sense of stability. It’s accessible, predictable, and doesn’t come with the ups and downs of the market.

Another Forecast event is in the books. Despite the weather, we had an attendance of 231 people for a nice dinner and a presentation on the markets, economy, financial planning and our investment strategies.

Want to find out about one of the most underutilized retirement vehicles in the financial planning industry? Check out this article where we tell you everything you need to know about Solo 401k’s.

A recent study from Northwestern Mutual (link at bottom of page) reveals that half of Gen Xers (ages 45–60) have saved only three times their annual income for retirement—well below Fidelity’s recommended benchmark of six times by age 50 for those aiming to retire at 67.

The wealth experts at Callesen Wealth Management offer some valuable insight on the eve of the upcoming election...