Blog

By Todd Youngdahl, CFP®

Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your options and try to determine what is right for you. Each of your many options has pros and cons, unique opportunities, and various fees. While you know you need to invest, it can be challenging to decide what the best choice is for you and your unique situation.

Today, we’re focusing on the Roth and the opportunities it can provide to investors.

By Ann Blakey, MBA, RP® 

May 29th is National 529 College Savings Plan Day – and while we aren’t sending each other Hallmark cards for this holiday (yet!), it is a good reminder to stop and think about your family’s college savings strategy.   

By Maura C. Schauss, CFP

By Todd Youngdahl, CFP®

By Maura C. Schauss, CFP®

By Todd Youngdahl, CFP®

By Todd Youngdahl, CFP®

By Todd Youngdahl, CFP®

There is a lot happening in our world today. From growing economies to political unrest to changing monetary policy, much of what is going on directly influences world bond markets. What is going on out there and how will it affect your portfolio?

By Ann Blakey, MBA, RP ®

By Todd I. Youngdahl, CFP®