SECURE Act: Changes to Stretch IRAs

SECURE Act: New Plan Incentives

SECURE Act: Required Minimum Distributions

Healthy Tips for the New Year

Good vs. Bad Habits

Reevaluate Your Employee Benefits

Small Resolutions. Big Impact.

Planned Giving Resources

More Complex Planned Giving

Basic Types of Planned Giving

Intro to Planned Giving

"A" is for Annuities

"C" is for Credit Cards

"B" is for Budget

"F" is for Fiduciary

Your Financial Team


Dollar Cost Averaging


What Can You Do w/ Extra Cash?

Common Debt Payoff Strategies

Let's Talk About Debt

The Importance of Emergency Funds

What Do You Do with Old Accounts When You Switch Jobs?

Have You Gotten or Updated Your Will?

Who are Your Beneficiaries?

What Do You Do with Your "In Between" Money?

Myth #4: You Can't Have Fun Now AND Save for Retirement

Myth #3: You Have to Have Twice Your Income Saved by 35

Myth #2: You Don't Have Enough Money to Invest

Myth #1: Financial Advisors are Too Expensive

Time to Take a Break?

Finding Joy in Your Finances

Spring Cleaning Your Retirement Plan

Spring Cleaning & Summer Break

Intro to Retirement Plans

Intro to Wealth Management

All About Iron Horse

Welcome Back!