by Lance Gunkel, CFP®, CFA, Managing Director | May 14, 2019
Lance Gunkel is in London attending Disruption: The New Reality in Investment Management. Learn what's new in investing!
by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | May 7, 2019
Trusting a certified financial planner can help you reach your goals and set up a retirement plan for your unique story.
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 11, 2019
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.
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.
by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | March 21, 2019
IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase.
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 30, 2018
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.
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.
May 8, 2018
Learn the best method for a Charitable IRA Rollover to your charity of choice.
Call (515) 225-6000