Monthly Archives: July 2016

Brad Rempe, CFP®, AIF®

No matter which media outlet you choose to keep current on events of the day, the overwhelming sentiment that seems to be spread is negativity.  If you’re like me, this can become a little discouraging.  The psychological effects of this constant barrage of bad news is something I wonder about, but off-topic from my point in writing this.  Spoiler alert, the news isn’t all bad. As financial advisors, we often remind...

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Joe Bantz, CFP®, AIF®

Confession time – I love rock and roll! As a child of the 80’s, there’s nothing like cranking up the radio to Styx, Boston, Joan Jett, or even Loverboy to lift my mood and get my heart racing. Now, as a father of four, I am under pressure to help each sweet child of mine understand how to manage money. So let’s jump into this list of financial truths we...

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Marcus Iwig

A recent report from the Insured Retirement Institute found that only 24% of Baby Boomers feel they have enough savings to last throughout their retirement years. Whether you are just starting your career or nearing retirement, this staggeringly low number indicates the critical need to pay close attention to your budget and monitor life changes to properly adjust your current financial approach. To help steer your retirement in the right direction,...

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Katie Lauer, RP®

Worm or beetle, drought or tempest, on a farmer’s land may fall. Each is loaded full o’ ruin, but a mortgage beats ‘em all. ~Will Carleton The farmer evokes images of the kind of hard work many Americans today have not, and never will, experience. He must be persistent yet patient, strong yet gentle, and above all, he must love his work. Set against the audio backdrop of Paul Harvey’s 1978...

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Ross Polking Thumbnail Photo

The U.S. Labor Department shook up the retirement plan landscape in early April. They ruled financial advisors managing retirement accounts must adhere to a “fiduciary” standard of care. The enforcement date will begin January, 2018, and, in typical government fashion, it took them nearly 1,200 pages to spell out all the guidelines and parameters. In simpler terms, all those in the business of providing advice on how to invest...

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