Past Events!

Open this post to view the recording of our Tax Town Hall from November 7th, 2022

We loved spending the day with our clients/families/friends at the pumpkin patch. Thank you for all who attended. Wishing you all a wonderful Halloween/Fall.

Our CERTIFIED FINANCIAL PLANNER™ Rachel Gustafson shared about 5 threats that we all face.

Leaving a job can be an overwhelming time. You may have questions about your old retirement plan. What do I do with my retirement account, what type of retirement account is right for me?

No matter what stage of life you are in, you know the difficulties that transitions can bring. Be it a big career change, getting married, having a child, or getting divorced, these events change the direction of our lives permanently. Even if we can see these changes coming, it can be hard to adequately prepare ourselves mentally, emotionally, and financially.

"Before the pandemic hit, the stock market was hitting new highs despite lagging industries and growing levels of debt. A year into the pandemic and we are hitting even higher highs, gaps between industries are even greater, and national debt is through the roof. Where to next?"

This webinar covered how you can optimize your retirement income as a single person. Our experts covered little known rules that maximize what you can get out of the Social Security System.

This webinar covered how you and your spouse can optimize your retirement income. Our experts will be covering little known rules that will help married couples get more out of the Social Security System. Open this post for link to the webinar's recording.

This was a discussion on the Biden/Harris administration. We talked about the 5 most pressing issues they face and the order they will address them.