By Rebecca WintersAttorney at LawRebecca Winters LawAccording to a recent survey conducted by Caring.com, over two-thirds of American adults do not have a will, or a basic plan for their assets in the event of their passing. Many Americans believe that estate planning, even in its most basic form, is for extremely wealthy, older individuals. … Continue reading Why You Need a Will and a Basic Plan for Your Assets
Tag: financial advice
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
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
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?
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
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
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
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