Let’s Raise Money-Smart Kids!
October 7, 2022
Did you know that kids develop most of their money habits by age seven? Teaching our kids about money when they are young lays the foundation
Did you know that kids develop most of their money habits by age seven? Teaching our kids about money when they are young lays the foundation
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
By Caleb Arringdale,Tax Advisor While sharing the wealth during your lifetime can be a great thing for you and your children, sometimes it’s best not to
One of the outcomes of the 2017 Tax Cuts and Jobs Act (TCJA) was to reduce the marginal tax benefit of giving to charity. By dramatically
In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or until
The temptation often starts cropping up during one’s mid-career years. Some big goals have already been achieved—paying off all “bad debt,” purchasing a primary residence, saving
By Caleb Arringdale If you have children or grandchildren, there are good reasons for choosing to pass along some of your wealth during your lifetime rather
By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and model?
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I make
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
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