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
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?
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,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
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
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
By Dale Kuehl- Financial Advisor On March 8th, we observed International Women’s Day, a celebration of the social, economic, cultural and political achievements of women. Of course, women still tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them. To begin with, women are still more … Continue reading How Can Women Overcome Obstacles to Financial Security?
By Don DanielFounder and Financial Expert The P.I.L.L Method If the possibility existed that you could ultimately pay no interest on your mortgage and all your other loans would you want to know how? In this article I will give a quick overview of how we accomplish this seemingly impossible feat for our clients. To … Continue reading P.I.L.L. Method International Introduces the 0% Interest Mortgage!
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