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Our People are our Most Valuable Asset — Meet MaryAnn Ferreira, Financial Advisor & Shareholder
To read more about MaryAnn Ferreira or make an appointment you can click here. .
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Our People are our Most Valuable Asset — Meet Joe Erickson, CPA & Shareholder
To read Joe’s complete bio click here.
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Social Security Insights: Can you still file a “Restricted Application?”
Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime. On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.” However, if you were born before…
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Retirement Travel: Make the Most of Your Travel Dollars
Many retirees are happy staying close to home, enjoying family and taking life easy. But many others are motivated by a certain wanderlust—a desire for a more adventurous lifestyle while they’re still physically able. You’ve worked hard to accumulate wealth that will enable you to live comfortably in retirement. Now you have the time, freedom…
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Creating your “Encore” Life Part 2
Part Two of Weekly Three Part Series started 6/14/19. Part 2 – The Encore Wheel of Life In Part 1 of this 3-part series, we looked at life’s stages, and some of the common experiences and changes people go through during each of life’s four “quarters.” This led to the idea of an “Encore Life,”…
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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
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Top 11 Ways to Prevent Fraud and Identity Theft
Almost every day we hear stories from families affected by some form of fraud. According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud. Here are some suggestions for staying out of harm’s way, and a few of them might surprise you. 1. Credit Cards are…
Read MoreApplying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. Here is some basic information to help guide you through the process. Mortgage prequalification vs. preapproval Before applying for a mortgage, you’ll want to shop around and compare the mortgage rates and terms that various lenders offer. When you…
Read MoreI'm transitioning out of the military. How do I search for a job?
Answer: The transition from the military to a civilian job can be difficult. Fortunately, you can follow a few key steps to make the process as smooth as possible and help find a job that’s financially and professionally rewarding. At the beginning of your search, you’ll want to reach out to your local Transition Assistance…
Read MoreMedicaid Liens and Estate Recoveries
What are Medicaid liens and estate recoveries? Federal law encourages states to seek reimbursement from Medicaid recipients for Medicaid payments made on their behalf. There are two types of cost-recovery actions against the assets of Medicaid recipients: (1) real or personal property liens, and (2) recovery from decedent’s estate. A Medicaid lien is a form…
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