Category: Financial Planning
Blog
Bucket Investment Strategy: Bucket #3 Is for Long-Term Growth
By Scott Keegan, Associate Wealth Advisor To wrap up my series on bucketing, I want to look at Bucket #3. To get a full picture of the bucketing system, check out our previous blogs on Bucket #1 and Bucket #2. The Bucketing System can be good framework for people who are in or nearing retir …
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What Can Happen if You Don’t Plan: My Family’s Experience with Loss
By Jaymon Meikle, CFP®, Wealth Advisor One of my heroes is my Grandpa Meikle, who was an advisor himself and has been an important mentor my entire life. Another hero of mine is my Grandpa McKnight, or “Ray” to everyone else. Grandpa McKnight was a giant among men and was loved by many. He …
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Should I Save for My Kids’ Education or My Retirement?
By Jaymon Meikle, CFP®, Wealth Advisor College is expensive. According to US News, the average cost of in-state tuition increased by 211% from 2002-2022. It is very likely that our kids will pay much more for their education than we had to for ours. On the other hand, the same could be said …
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Paying for Health Care in Retirement
By Ryan Yamada, Senior Wealth Planner When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies.
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Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
By Jamie Hopkins, Managing Director, Wealth Services Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …
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Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?
By Scott Kubie, Senior Investment Strategist The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.
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Blog
Culture From the Top Down: Executive Compensation Plans Explained
By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …
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Blog
The True Value of a Financial Plan
By Caleb Brond, Paraplanner As many people do not know me yet, please allow me to informally introduce myself. My name is Caleb Brond and I graduated from Kansas State University with my degree in Personal Financial Planning in May of 2020.
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
By Craig Lemoine, Director of Consumer Investment Research We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. I could say “Tammy, a CLU and ChFC®, revi …
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Blog
RMDs on Inherited Retirement Accounts in the Age of the SECURE Act
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.
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