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Hear from founder and president, Tim Doehrmann.

"Financial Planning", what is it? Thumbnail

"Financial Planning", what is it?

Financial planning may seem like an obscure term to some and often even those that have an idea of what it is don’t fully know what it means. The basic function of a financial plan is to reduce your stress about money, support your current needs, and build a nest egg for retirement. Essentially, it’s to provide peace of mind for you and the people you care about. Another definition would be that it’s a process to check your current finances against your long-term goals. You need to know how much money you have, how much you’ll need to meet your goals, and then the best steps to get there.

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Top 10 Scams Targeting Seniors Thumbnail

Top 10 Scams Targeting Seniors

Here is a list from Investment News of the to ten scams targeting seniors. Frauds perpetrated against senior citizens are estimated to cost victims $2.9 billion each year. The Senate Committee on Aging operates a hotline for reporting these types of frauds or scams.

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What Are The Benefits of a Roth IRA? Thumbnail

What Are The Benefits of a Roth IRA?

If you don’t have a Roth IRA, you probably should. Roth’s are great planning tools. They can be used to save for retirement, save for college (bet you didn’t know that one) and convert traditional IRA assets in a process known as backdoor Roth.

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