FINANCIAL FOCUS: Bitcoin- Investing or speculating?

By Dale Kuehl – Financial Advisor Many people have decided that bitcoin is the next big thing – and they are backing up their enthusiasm with dollars. Should you, too, consider putting money into bitcoin or other cryptocurrencies? First of all, keep in mind an essential piece of financial advice: Don’t invest in something you … Continue reading FINANCIAL FOCUS: Bitcoin- Investing or speculating?

Financial Tips For New Veterans

By Dale Kuehl, Financial Advisor On Veterans Day, we honor the men and women who have served in our armed forces. If you’ve recently separated or retired from the military, or you will be leaving soon, you can be proud of the service you’ve provided to your country. But once you’re a veteran, away from … Continue reading Financial Tips For New Veterans

South Huntsville Cookie Crunch: This Saturday!

Start your holiday shopping in South Huntsville at our annual Cookie Crunch this Saturday from 10am-2pm. Look for the inflatable snowmen at your favorite South Huntsville businesses, and bring your sweet tooth for all the cookies you'll pick up along the way! Remember to Shop Small & Local this holiday season - and all year … Continue reading South Huntsville Cookie Crunch: This Saturday!

FINANCIAL FOCUS Ranking Your Goals: A Smart Move

By Dale KuehlFinancial Advisor Like most people, you may have several financial goals. But can you reach them all? It would be simple if you had great wealth. But you’ll likely need to rank your goals in terms of their importance to your life and then follow appropriate strategies to achieve them. By doing so, … Continue reading FINANCIAL FOCUS Ranking Your Goals: A Smart Move

Financial Focus: Review Your IRA, 401(k), Beneficiaries

By Dale KuehlFinancial Advisor If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?”, “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one inquiry you might be overlooking: “Have I used … Continue reading Financial Focus: Review Your IRA, 401(k), Beneficiaries

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

Webinar Invitation: Building Financial and Emotional Resilience

With stock market volatility and worrying headlines about how long the pandemic will last, it's hard not to feel uneasy and question what the future holds. According to a recent Edward Jones survey, nearly half of Americans feel financially resilient, yet life and world events can shake this standing - with emotional resilience plummeting alongside it. Dale would … Continue reading Webinar Invitation: Building Financial and Emotional Resilience