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?

Hey Real Estate Investors! Equity Is Not Cheap!

By Don DanielThe P.I.L.L. Method A real estate investment strategy that is becoming more popular is known as the BRRRR method. (Buy, Rehab, Rent, Refinance, Repeat) (Pronounced “burr”) Before refinancing the property must accrue equity by property values increasing due to market conditions and/or paying down the loan on the property. This is the traditional … Continue reading Hey Real Estate Investors! Equity Is Not Cheap!