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Brexit & Your Retirement Dollars

So you’re seeing Brexit in the news? Here’s what you need to know about your retirement account I’ll be honest, before two weeks ago I had to Google what “Brexit” was. During that search I quickly learned that the term referred > full post

identifying your investment risk

Our solution to identifying your investment risk… and why it matters   This past weekend my wife and I went and visited two of our best friends in the hospital who just had a baby girl. When we got the > full post

Tax Tips in a Volatile Market

5 Ways to Leverage a Volatile Market for Tax Savings When the market is volatile it can make investors feel uneasy. In a perfect world the market would never be down, but unfortunately ebbs and flows come with the territory. When > full post

Market Perspective

When, for a variety of reasons, the stock market experiences downside pressure, I often spend a lot less time on the headlines and more time on the history. Because every market presents itself differently with no up or down move > full post

Patience and Investing

Fishing. The cool northwest air, sun peaking over the horizon, the roaring river sweeping in front of me. Some of my favorite moments are spent in quiet, as I stand on the river bank rod in hand, waiting in anticipation. > full post

An Additional Tax Credit

Retirement Savings Contribution Credit (Savers Credit) For anyone who has made a contribution to a retirement account in 2015 or is considering contributing in 2016, you might be eligible for an additional tax credit. The Retirement Savings Contribution Credit, also > full post

Think Twice About 401k Loans

401k’s are purposed for long-term retirement savings; for what comes after the working years. They are arguably our best means of influencing our financial futures – through diligent, faithful saving. Still, life happens. And what’s ideal doesn’t always copy and paste perfectly > full post

Making the Most of Your Social Security Benefit

The more I work through financial planning scenarios with individuals and families the more I realize how important it is to have a clear understanding of your social security benefit. A study in 2014 showed that 55% of retirees defined > full post