Finances & Your Family
[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories of a client who inherited funds from a loved one was all about the history of the person who left…
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
[Video] Net Worth vs. Self Worth
Net Worth vs. Self Worth STEVE SMALENBERGER, EA® We use benchmarks in all different areas of our lives: A carpenter uses a measuring tape. A student uses a GPA. A coach uses a win-loss record. In our financial life we use a measurement too. The measurement is known as net worth. But, is net worth…
Volatility Ahead In Tax Reform
Volatility Ahead In Tax Reform Remember this post from back in July? “Caution: Speed Bumps Ahead” The items mentioned in that post just months ago sure seem familiar today. This is a fair look at how the cycle of politics is ever-spinning and the effect it can have on the market. In July, the political…
[Video] What Needs To Happen Before 12/31
What Needs To Happen Before 12/31 As we approach the end of the year what things do we need to be thinking about? What HAS to happen before 12/31? We’ve created a list of these items that you can download at our website, but right now we are going to talk through each of these…
What A Difference A Day Makes
What A Difference A Day Makes This last week brought many news headlines. One day in particular, Thursday, Nov. 3rd, brought many of those headlines. Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…
