Money is never really about building more money – even when greed is involved. It’s about the utility of that money. We look at it for what it is instead of what it is for.

Planning for retirement has never been just about the money. It’s about having, and taking, the time to bring a fullness to your life.

There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first.

With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?

Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!

Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement?

Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.

Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach”.