Wealth Management Blogs

Ashley Klemann | Dec. 2, 2024
Long-Term Care Insurance: Do you need it?
As people approach retirement, one of their biggest financial concerns is the possibility of needing long-term care. For some, this…
Sam Johnson | Nov. 19, 2024
New Retirement Plan Opportunities for 2025
As we head into 2025, several new changes to retirement plan rules could provide opportunities. The SECURE Act 2.0 and…
Ashley Klemann | Nov. 4, 2024
The Importance of Planning for the Unexpected
If you have ever worked with a financial advisor, they likely asked you if your estate planning documents are in…
Ashley Klemann | Oct. 7, 2024
Charitable Giving: Stock Donations, Donor Advised Funds and Qualified Charitable Distributions
As the end of the year approaches, many people decide to make donations to local charities. If this is something…
Sam Johnson | Sep. 23, 2024
Inheriting an IRA Account
Inheriting assets can evoke a range of emotions; from the sorrow of losing a loved one to the joy of…
Ashley Klemann | Sep. 9, 2024
Precautions to Protect your Personal Data
Company data breaches have become more frequent every year. In 2024, hackers have compromised customer data everywhere from AT&T and…
Ashley Klemann | Aug. 12, 2024
Private Equity: Should It Be a Part of Your Portfolio?
You may have heard about private equity but also may not know very much about it. Many investors are not…
Sam Johnson | Aug. 6, 2024
Understanding the Capital Gain Exclusion on Personal Residences
Homeownership is a primary goal for many Americans, which is why around two-thirds of homes in the US are owner-occupied.…
Sam Johnson | Jul. 29, 2024
Unlocking Your Retirement Account: Understanding Substantially Equal Periodic Payment (SEPP)
Have you reached financial independence but have continued to work until age 59.5 to avoid the 10% early withdrawal penalty?…
Ashley Klemann | Jul. 16, 2024
Unclaimed Property: How to Track Down Lost Assets
If you have switched jobs in the past, you have likely left a retirement plan or two behind and have…
Sam Johnson | Jul. 3, 2024
A Guide to the Four Percent Withdrawal Rule
For most, planning for retirement starts with the question, “Have I saved up enough money to support me through retirement…
Ashley Klemann | Jun. 24, 2024
Life Insurance: Understanding Its Applications and Benefits
If you are a working professional, you have likely been presented with the question of whether or not to get…
Sam Johnson | Jun. 21, 2024
Managing Your Finances with Vantage Point: Budgeting Made Easy
In recent years, you probably noticed that the cost of everything, from groceries to plane tickets, has been rising. It…
Sam Johnson | Jun. 21, 2024
The Building Block of Your Financial Plan
Have you ever wondered why we’re so obsessed with collecting data, from paycheck stubs to driver’s license copies? At times,…
Ashley Klemann | Jun. 21, 2024
Wire Fraud: A Cautionary Tale for Clients
We’ve all heard of wire fraud and have likely seen many cautionary tales on the news, thinking that we would…
Ashley Klemann | Jan. 29, 2024
Succession Planning for Business Owners: Where to Start
If you own your own business, you are likely very busy both growing your business and propelling the day-to-day business…