Hear from founder and president, Tim Doehrmann.
There are several nuances to inheriting an IRA, depending on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax money, and whether the account owner was required to take RMDs.
Tim covers the main types of insurance coverage and how to determine what coverage you need, including life, disability, umbrella liability, property and casualty, and long-term care insurance.
Tim talks about the difference between a retirement rehearsal and a practice retirement and how either can help you determine if you are ready for retirement.
Tim discusses why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.
Does The SECURE Act address millions of Americans that are unprepared for retirement? Tim reviews 7 provisions of The SECURE Act and how they might affect you.
The story of the Mexican fisherman has been bouncing around the internet for years in one form or another. It’s a reminder to slow down, reassess our situations, and really think about the lives we want to live.
Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process.
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.