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[Video] One Size Fits All
MICHELLE SMALENBERGER CFP® How many things can you think of that are one size fits all? There really aren’t too many. This is true when you’re making financial choices too. I want to talk through a couple of examples of topics that are common questions we get a lot. First let’ talk through saving for…
[Video] What Is A Diversified Portfolio?
MICHELLE SMALENBERGER CFP® In many of our Friday Financial Updates, I keep referring to keeping a diversified portfolio strategy, even in light of what’s happening in the markets. So today I want to take some time to really dig in to what that means. What is involved in creating a portfolio, and why being diversified…
[Video] How Long Should I Keep My Tax Returns & Documents?
STEPHEN SMALENBERGER, EA How Long Should I Keep My Tax Returns & Documents? The question I hear a lot, especially this time of year, is how long should I hang on to my tax returns, tax documents like W-2s and 1099s? Essentially, as long as the Statute of Limitations is in effect. Statute of Limitations…
[Video] Having Teaching Moments With Your Kids About Money
STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom pulled out my old bank. And it was through those lessons, through seeing Disney, through seeing mickey and her princesses that…
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