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

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

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?

Purpose-Driven Retirement Needs a Financial Strategy

By Dale Kuehl- Financial Advisor Today’s retirees, and those of tomorrow, have had a sense of purpose their entire lives – and they don’t intend to give it up just because they’ll no longer be working full time. In fact, 55% of recent retirees said retirement is the time for “a new chapter in life,” … Continue reading Purpose-Driven Retirement Needs a Financial Strategy