What Do David Strege and Financial Literacy Have in Common?
Did your parents teach you how to write a check? Balance your checkbook? Who taught you about...
Variable Annuities PSA
Simply stated, variable annuities are not always bad, yet it is a unique circumstance when they are...
6 Reasons Why Intelligent People Might Not Have a Financial Advisor
Phone calls are being made all across the country. Some of these calls are to financial planners...
How Johnne Syverson Was Involved in Making History
Sometimes scanning a whole string of credentials behind a financial advisor’s name can be puzzling....
Why It's Time to Set the Reset Button: Planning Beyond the Pandemic
I think the pandemic has caused many of us to press the reset button on our lives. It seems the...
Why Credentials and Education Really Matter
I’m the type of person who craves knowledge and seeks education in just about every area of my...
Why It's Time to Revive A Dusty Plan
In a recent Zoom webinar, I caught myself saying, “We don’t like dusty plans.” At the moment it...
Why Planning for Long-term Care is More Important than Ever
Last year I was inundated with questions about how to help with planning for a parent’s long-term...
Planning for Purpose: A Young Father's Perspective
I recently escaped the Iowa winter by taking a trip with my family and dad on a Caribbean cruise....
What You Need to Know About the CARES Act
I don’t know about you, but the last four weeks, I have received a whirlwind of information. That...
