-by Kerry Schepers, ChFC (Chartered Financial Consultant) By now you should have opened your retirement year end statements.  If you only have a 401K, and your statements are electronic, NOW IS THE TIME to figure out how to log in and look at it. As you review your...

Has an insurance agent recently cold called you in person? Are they driving up the lane and knocking on your door? This is not normal. If you believe this visit is warranted, please invite someone from your family to sit in on the conversation.  If this is not an...

We are watching stock market come backs, and it reminds me of a statement I just read, “We can stay down or Rebound!” Is the stock market coming back too fast?  Is something in the shadows we should watch for? We won’t predict the stock market, however you can gain...

Crash-Yes. Recession-Not yet. We are seeing a big crash due to the coronavirus effecting our economy.  The Dow Jones has fallen by a third since it reached an 11 year high and all-time peak in February of 2020. A stock market crash and a recession are not the same...

Recessions are painful and expansions have been powerful! Your monthly habits are creating wealth. Your patience provides comfort. Be the champion for people around you. Great job investors!!

Long-established retirement account rules change.  Provided by Ohnward Wealth and Retirement   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years....