Blog

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 Todd Youngdahl, CFP®

Have you wondered how Social Security will affect your overall financial plan? Although the federal government created Social Security during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans, which is why it’s important to understand the basics of the program and devise strategies to tie your benefits into your retirement plan.

Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination.

By Maura C. Schauss, CFP

By Maura C. Schauss, CFP

The day you become a parent is a day of overwhelming emotions. Joy at the sight of your precious child, relief that he or she made it out of the womb, and for many, fear and anxiety because you somehow have to turn that seven-pound little human into a happy and successful adult.

by Maura C. Schauss, CFP®

You may have heard in the media that on April 6, the long-anticipated fiduciary rules from the Department of Labor were issued. These new regulations are expected to significantly impact how people save for retirement and protect families from conflicted retirement advice.

by Todd Youngdahl, CFP®