Financial planning blog

Timely and free financial planning advice

January 12, 2021

Consolidated Appropriations Act of 2021 and What it Means for You

Consolidated Appropriations Act of 2021 and What it Means for You In Expert Network Team podcast episode 14, Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent tax reform passed through Congress at the end of 2020. Many people know about the $600 sent to families. But we discuss other details...

January 6, 2021

A Look Back on 2020-An Unprecedented Year

Happy returns happen—especially when we separate ourselves from our investments. Crash and Recovery 2020 saw the shortest bear market in history. From February to March, we experienced the fastest deep crash ever, with the equity markets losing more than a third of their value. From that point until the end of the year, markets more...

December 30, 2020

Goodbye 2020

In this, the last Periscope blog of 2020, I want to thank you for your trust and confidence throughout this year. When you schedule your regular review with your financial advisor, take time to remember this year. If you only looked once per year, then you might think 2020 was a very good year indeed....

December 23, 2020

Self-Care and Covid-19

Dr. Lisa Brenner, Vice Chair of Research, Physical Medicine and Rehabilitation for the VA and Professor at the University of Colorado, Anschutz Medical Campus, delivered a great presentation about Covid-19 and physical and mental health. She mentioned a phenomenon that happens that when things get tough, we come close together. We can actually become more...

December 15, 2020

Music Videos, Podcasts and More!

Check out your financial advisors dancing! Even though we had to cancel this year’s holiday party, we want to share with you our 2 minutes of festive fun. No humans were harmed in the creation of this video. Holiday Video 2020 Expert Network Team Podcast Check out our new podcast! Karl Frank sits down with...

December 3, 2020

Covid-19 and Your Financial Plans

Cameron Morgan and Dave Stevens recently gave a brief and information-packed lunch and learn. Watch the video to see how financial planning in the pandemic age is different in several key ways. Dave and Cameron’s advice includes: Complete the family financial album. You may download a copy here, on our website, or just email your...

Roth IRA concept with pink piggy bank and financial planning.

November 25, 2020

Roth 401K – Essential Guide to Investing & Growing Money Tax Free in 2024

The Roth 401k is a great way for people to go tax free! Roth 401k plans have been around for over a decade but are widely misunderstood. Instead of just growing your money for retirement in a tax-deferred 401k, you could grow it in a Roth 401k and never be taxed again! The rules for...

November 25, 2020

Reasons to be Thankful with Your Financial Plans

Roth IRA and Roth 401k If you are going to be in a lower income this year than in years past or years future, this may be a year for you to contribute more to your Roth 401k or Roth IRA than you might otherwise. Why? Because your Roth IRA and Roth 401k contributions are...

November 12, 2020

What’s next for our investment portfolios?

In years past, the election week and week after have been fairly dramatic, either up or down. This year was no exception. If the current uptrend continues, it may end up a bigger increase than any of the charts shown below. (1) ...