Financial planning blog

Timely and free financial planning advice

How Do You Make a Plan without a Prognosis?

"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!
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Aging Plans with Annalee Kruger

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...
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An Aging Plan to Live Life to the Fullest

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.
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large amount of money in a single stock

What is a Concentrated Stock?

The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company.  Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...
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How can I talk to my inheritors without spoiling them?

Many people struggle with the desire to keep their wealth private and prepare their children and grandchildren to receive the money. So, we want to have our cake and eat it too! Let’s walk through a few good ideas. With proper planning, and an experienced guide to help you do just that. One of the...
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The Magnificent Seven and Reasons for Optimism in 2024

Watch our investment commentary movie to get a more complete summary of the last year! Skip ahead to: 2023 stocks, bonds returns (5 min) 5, 7 and 10 companies you might want to know (7 min) Opportunities we see in value, small and international companies (11 min) Federal Reserve and inflation, what that means for...
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Investing in Election Years, a Guide for Investors

Learn the answers to common questions about investing during election years.  * Which political party has been better for investors? (start at 7 min) * What typically happens to equities in an election year? (start at 9 min) * Which sectors have done best in an election year? (start at 16 min) * What mistakes...
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Three Pillars of Retirement Income Planning

What makes a successful retirement? More than money!  Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...
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