Financial Focus – Are Trust Services Right For You?

By Dale Kuehl, Financial Advisor If you’re extremely busy with your career and family and you’ve accumulated a fair amount of assets, you might be concerned about a variety of issues related to financial management and legacy planning. Specifically, you might think you don’t have the time or expertise to deal with these matters effectively. … Continue reading Financial Focus – Are Trust Services Right For You?

Estate Planning For Blended Families

By Dale Kuehl, Financial Advisor If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. But what about the future? When it’s time to do your estate planning – and it’s never too soon for that – you’ll need to be aware of the entanglements … Continue reading Estate Planning For Blended Families

FINANCIAL FOCUS: Getting back on track after financial setbacks

By Dale KuehlFinancial Advisor The past 12 months have been pretty challenging for everyone, in one way or another. If you’ve been affected economically by the COVID-19 pandemic, you’re looking forward to brighter days. You, like many others, may be asking yourself how you can bounce back from a financial setback. Here are four key … Continue reading FINANCIAL FOCUS: Getting back on track after financial setbacks

529 Plans

By Dale Kuehl, Financial AdvisorEdward Jones Investments If you have children or grandchildren, you may already have invested in, or at least considered, a 529 plan, one of the most popular college-savings vehicles. But you might be interested to know that a 529 plan can now be used not only to save for college, but … Continue reading 529 Plans

Mercedes-Benz of Huntsville: Meet Ashley Bowens, Sales Consultant

By Bob DruckmanPublisher South Huntsville Neighbors Ashley Bowens is a sales consultant at Mercedes-Benz of Huntsville. She is a native of South Huntsville and is a graduate of Grissom High School. She graduated Georgia Southern University in 2017 with a Bachelors Degree in Fashion Merchandising and Apparel Design. Before joining Mercedes-Benz of Huntsville she spent … Continue reading Mercedes-Benz of Huntsville: Meet Ashley Bowens, Sales Consultant

Edward Jones Ranks Highest in Investor Satisfaction

Edward Jones Ranks Highest in Investor Satisfaction,According to J.D. Power 2021 U.S. Full Service Investor Satisfaction Study(SM) Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study(SM), the firm announced. The study measures overall investor satisfaction with 24 full-service investment … Continue reading Edward Jones Ranks Highest in Investor Satisfaction

Everyone Is Talking About It

By Susan ChipmanRealtor Legacy Agent, HREPHuntsville Real Estate Professional Well, here we are a few months into 2021 and the buzz is all about what houses are selling for today. I do not believe anyone was truly prepared for the market we have entered in such a short time frame? Fortunately, or unfortunately (whichever side … Continue reading Everyone Is Talking About It

How Much Risk Should You Take Before Retirement

By Dale KuehlFinancial Advisor If you’re planning to retire in just a few years, you may be getting excited about this next phase of your life. However, your ability to enjoy retirement fully will depend, at least partially, on the resources you can draw from your investment portfolio. So, while you still have time to … Continue reading How Much Risk Should You Take Before Retirement

Meet Tony Walker- Sales Consultant Mercedes-Benz of Huntsville

What makes you proud to sell Mercedes Benz? These vehicles are the apex of luxury. Every vehicle that leaves the factory is looked over in the minutest detail. When purchasing a Mercedes-Benz, the customer always gets what they pay for. What is you favorite Mercedes Benz? Definitely the GLE 53 SUV. It has coupe styling … Continue reading Meet Tony Walker- Sales Consultant Mercedes-Benz of Huntsville

How Can Women Overcome Obstacles to Financial Security?

By Dale Kuehl- Financial Advisor On March 8th, we observed International Women’s Day, a celebration of the social, economic, cultural and political achievements of women. Of course, women still tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them. To begin with, women are still more … Continue reading How Can Women Overcome Obstacles to Financial Security?