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For the Charitably Inclined – Follow Your Passion
Written by: Aaron Simpson | May 10, 2022 I’m frequently asked by clients, “Aaron, I want to give back, but outside of Salvation Army or my church, what are some…
Read MoreEndowment Effect – The Tendency to Prefer What We Already Own
Written by: Aaron Simpson | April 29, 2022 Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are…
Read MoreWhat Planning Means to Me
Written by: Wendy Lange | April 22, 2022 I was fortunate to be able to be with my mother while she took her last breath, hold her hand, thank her…
Read MoreIs there value in a 0% return?
Written by: Aaron Simpson | March 8, 2022 As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who…
Read MoreBeneficiaries – Per Stirpes or Per Capita?
Written by: Wendy Lange | February 28, 2022 Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will…
Read MoreUnderstanding a Fixed Index Annuity
Written by: Wendy Lange | January 18, 2022 A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal in a down market while…
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