Succession Planning | By Rod Schauer

Succession planning is an important part of any financial plan. Although, preparing for what will happen to your money after your death can be a difficult issue to discuss. A well constructed succession plan assures your loved ones are well cared for in the event of your death. 

2018 – Year in Review          

Happy New Year!

One area of life that affects all of us at one time or another is Health Care. We will all need to see a Doctor from time to time and require other treatments or confinements that relate to a large amount of money. But questions come up: How much medical insurance do I need? What are the costs? What are my insurance options after retirement? What does Medicare cover? 

Not as a political organization but rather an investment and financial planning organization, we interpret the events that play out on the political stage and translate those events into the reality of what changes might come to the business climate going forward.

Anyone who feels the need to provide security to their family understands the important role life insurance plays in their financial plan. That's the easy part.

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you.

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

In many respects, people can be their own worst enemies when it comes to their financial security. We all know every action causes a reaction and this is certainly the case with how your finances are personally managed.

‘Irrational,’ ‘Ugly,’ ‘Unprecedented,’ and ‘Worse than ever before.’ These are all terms I’ve heard to describe the market in the past three weeks.