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?

Assisted Living Locators

By Kim Krause Assisted Living LocatorsCDC Eldercare Advisor My name is Kim Krause.  I have recently opened a franchise of Assisted Living Locators in Huntsville.  Assisted Living Locators has been in business for nearly two decades and has franchisees nationwide. We can assist or accommodate a move to anywhere in United States and Canada.  I chose … Continue reading Assisted Living Locators