Blog (15)

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | June 29, 2020

I think the pandemic has caused many of us to press the reset button on our lives. It seems the...

by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | May 25, 2020

I’m the type of person who craves knowledge and seeks education in just about every area of my...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | May 3, 2020

In a recent Zoom webinar, I caught myself saying, “We don’t like dusty plans.” At the moment it...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | April 23, 2020

Last year I was inundated with questions about how to help with planning for a parent’s long-term...

by Lance Gunkel CFP® CFA Managing Director | April 5, 2020

I recently escaped the Iowa winter by taking a trip with my family and dad on a Caribbean cruise....

by Syverson Strege Commentary | March 31, 2020

I don’t know about you, but the last four weeks, I have received a whirlwind of information. That...

by Syverson Strege Commentary | March 24, 2020

“.” Jamaican Proverb This famous Jamaican proverb is a philosophy which is built into each and...

by Wayne Johnson MBA CFP® AEP® CAP® Senior Financial Planner | March 8, 2020

Tax season brings up a wide range of thoughts and feelings, including anxiety of what you might...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | February 6, 2020

With Congress passing the SECURE Act in late December of 2019, it is important to know how it could...

Tax Season is Coming

by Syverson Strege Commentary | January 22, 2020

The Christmas decorations are down. You just finished ringing in the New Year. You have a feeling...

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