Archive for March 2023

Written By: Ryan Rinehart, Financial Advisor The last few weeks Social Security Benefits have been a hot topic as Republicans and Democrats continue to bicker about which party wants to…

Written By: Anna Carlson Did you perfectly time your mortgage payoff date to align with your retirement? Or perhaps you’re flush with retirement income and have decided to continue with…

Written By: Shawn Perkins, CFP®, AWMA® In light of what’s happening in today’s environment, I’m reminded of George Bailey’s Bailey Building and Loan in It’s a Wonderful Life.  You may…

Written By: Alex Hammersley, Financial Advisor Are you a participant in a qualified retirement plan? If so, I want to tell you about the benefits of rolling over your retirement…

Written By: Shawn Perkins, CFP®, AWMA® When building your income plan, one of the most crucial components to consider is Social Security.  As we’re covering this, our clients often ask,…