News

(January 2022) Paying tax on pennies now to have tax free DOLLARS in retirement…. Make the sacrifice it’s worth it. I’m looking at 2021 S&P 500 return at 28.68% and thinking about the year-end statement folks will open this month.  Did your account grow more...

(July 2021)  -Kerry Schepers, ChFC     -Amber Knickrehm Financial Advisor  -Ohnward Interns:  Ethan Orr and Nicholas Ehlinger   There is a new wave of thinking…and our young people, age 30 and younger, are driving it.  They post how they want to live the life...

-by Kerry Schepers, ChFC CHARTERED FINANCIAL CONSULTANT   Did you already forget the March 2020 Stock Market Crash?  I know you remember binge watching the Tiger King…and with that said most people remember bad markets for years.  Even though your year-end...

-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...