by Kayla Swem | Mar 30, 2022 | Financial
While more than 75% of parents talk to their kids about saving money, only about a third of us broach the topic of investing. Perhaps that’s because, like talking to our kids about sex, it can be uncomfortable. Or maybe it’s because we don’t feel...
by Kelsea Rounds | Dec 16, 2013 | Financial
Jim, already retired twelve years, had owned his own welding business. Terry, his wife, ran the household. When we met with them, they pulled out their investment dividend records, as Terry recorded each check they received. The first meeting was to learn about...
by Kelsea Rounds | Dec 3, 2013 | Financial
As your retirement approaches, you’re bound to have concerns about the changes ahead. Why not put your mind at ease by taking steps to take charge of your new financial reality? In addition to working with a financial advisor to manage your financial affairs, be...
