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

Planning is Everything

- How to reduce the stress of uncertainty by planning - By:  Susan S. Askew, PE, CSEP and Rebecca Falcon, PMP, CISM of Black Swans Rising, LLC “Plans are nothing; planning is everything.” - Dwight D. Eisenhower.  It’s May and families are celebrating accomplishments (and survival!) of the 2020-2021 COVID-19 school year.  Now it’s time … Continue reading Planning is Everything