investments journey
The Mountain Journey of Investment Withdrawals

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 10, 2019

Deciding the best withdrawal tactics for your investments can be challenging. We can help you consider all your options.

purpose and passion
Purpose and Passion: Faith. Family. Farm.

by Lance Gunkel, CFP®, CFA, Managing Director | March 27, 2019

Many folks pursue true passions when they retire. Discover the shocking retirement path of former NFL star, Jason Brown.

Tax return impact from 2018 tax laws
Are You Affected by the New Tax Laws?

by Matt Roberts, MFM, CFP®, Chief Planning Officer | March 21, 2019

IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase.

The Flat-Out Truth

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 30, 2018

Long Term Senior Care
Parenting the Parent Series: Financing Long-Term Senior Care

May 31, 2018

Many senior citizens today, and in the near future, face an intersection of two lines; expanding life expectancy while depleting financial resources. Here are some options that may help reduce the costs for seniors and their care providers as they plan for the future.

Senior Housing
Parenting the Parent Series: Senior Housing 101

May 21, 2018

There was a time when older Americans lived with a certain dread that they might end up in "the home." The past few decades have seen the associated stigma of senior housing dissipate with an explosion of options that in some cases make today's "home" an appealing destination for an aging population. Here we will present a basic overview of the various options available to today's aging population and their care managers.

Charitable IRA Rollover: Designated Funds or Donor Advised Funds?

May 8, 2018

Learn the best method for a Charitable IRA Rollover to your charity of choice.

Finding Clarity During These Volatile Financial Times

May 4, 2018

This 2-minute video shares how to turn out the noise and chatter surrounding what to do in today's volatile market and find financial clarity.

Parenting the Parent Series: Aging Parents and Money Management

April 19, 2018

Many find it challenging to successfully manage their own financial matters, whether it is paying the current bills on time or saving for retirement. Unfortunately, a more daunting financial challenge may await us - managing the financial affairs of our aging parents. While the need will vary from family to family, it is best to be prepared and to begin while the parents can fully contribute to the process.

Parenting 101
Parenting the Parent Series: Managing Lifestyle and Financial Concerns

April 6, 2018

While we all hope that our parents remain in fine physical, mental and financial health until the end, planning for a less ideal reality is prudent. We have prepared a four-part series that will provide you with the lifestyle and financial concerns one should consider when approaching this role reversal.