Insights

Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.

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Who Should Consider Funding a Roth IRA?

Many decisions need to be made by December 31 of any given tax year, but one that extends into the next year is funding a Roth IRA. Listen in to hear if this may be a good option for you, or someone you know.

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Financial Considerations in the New Year

It's a new year! What decisions can you still make after December 31st that may effect your previous year's tax situation? What are possibilities to consider now as you plan for the future?

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Christmas Gifts That Teach Financial Wisdom

In this insightful conversation, we explore thoughtful gift ideas that can help instill the values of generosity and saving in the next generation.

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Post-Election Discussion: Market Rally Thoughts

The market soared after the recent election results. Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.

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Post-Election Discussion: Should Investors Be All-In

What should investors be thinking about after the market soared following election? Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.

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Post-Election Discussion: Should The Party In Office Change Your Financial Plan

Green energy, oil and more. What do the headlines tell us compared to history when it comes to predicting what sectors will benefit from certain parties in office? Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.

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How Active And Passive Funds Work Differently

Understanding the differences between active and passive funds is fundamental for savvy investors. Test your knowledge and perhaps learn something new.

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Why Do Interest Rates Affect Bonds?

The Fed recently cut rates. Join us as we dive deeper into why a drop in interest rates could impact bond prices and how this could be useful in your investment strategy.

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Rate Cuts: What Investors Should Know

The Fed Cut Rates by 0.50%. What does this mean? How could this effect you as an investor? Hear insights from our own Nick Bednarczyk.

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Trusteed IRA: Where Retirement and Estate Planning Meet

For those who want to add control, confidence and continuity to their retirement and estate plans, setting up a trusteed IRA may be beneficial.

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Will The Sun Set On Generous Estate And Gift Tax Exemption In 2026?

With so many tax provisions scheduled to revert back to pre-TCJA (Tax Cuts and Jobs Act of 2017) levels in under two years, consider moves you might need to make to minimize your tax burden and support your financial goals.

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Identify The Connections Between Net Worth And Risk Tolerance

Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure retirement, so no wonder it isn’t easy to convince yourself to embrace risk. As vital as wealth preservation is, especially when nearing retirement, returns are still an important consideration.

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