Articles

Common wisdom and my family’s experiences suggest you want an estate plan to ease survival much for loved ones. […]

If you have any questions, please contact your financial advisor.

By Joel Dresang Ten years later, I don’t remember feeling desperate. But in a recent survey, 79% of Americans said they suffered setbacks from the financial crisis: 55% said that 10 years later, their finances still have not recovered. Looking back, I notice several factors that cushioned my family and me from the crisis. […]

In a MONEY TALK VIDEO from the 2018 investment seminar, Kyle Tetting explains how selection helps make a difference in portfolio returns. […]

By Joel Dresang Of course, affordability is key. As we get closer to retirement, Mary and I will have to compare what we currently spend on housing with how much we can manage on a retirement budget. Then we can determine how many places we’ll have, whether we’ll own or rent and where we’ll call home. […]

Dave Sandstrom explains why investors should consider how the costs of debt weigh into their retirement plans.