by Amy Kosche | Jun 28, 2018 | Uncategorized
You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell? There are 10 important questions that your financial advisor should be asking you. In this episode,... by Amy Kosche | Jun 1, 2018 | Uncategorized
How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets– even when the markets get crazy. Listen... by Amy Kosche | May 31, 2018 | Uncategorized
Would you like to set up a tax plan that could help you pay less in taxes? The tax law changes are fairly simple once you understand the rules of the game. While these changes are temporary, there are ways to save and opportunities to take advantage of now. Learn more... by Amy Kosche | May 17, 2018 | Uncategorized
Does your dance towards retirement look like a graceful waltz or a fast-paced tango? We want your planning to go smoothly and have structure, like the waltz! In this episode, Jim Black shares what he learned when he took ballroom dancing during college, and how he now... by Amy Kosche | May 3, 2018 | Uncategorized
Do you need to play catch up when it comes to retirement planning? Whether you’re approaching retirement or already retired, Jim has financial strategies you can use to steer your retirement in the right direction. Learn more about how to play catch up in this... by Amy Kosche | Apr 19, 2018 | Uncategorized
A lot of people make errors when planning their retirement, but we can learn how to avoid or overcome them. In order to transition into retirement – a lifestyle that’s drastically different than being employed full time – it’s essential that we have proper...