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?
Tag: money management
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!
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
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