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John, Kurt and Brian as featured in Kiplinger
For many years, the only choice for a retirement savings account was the 401K. In 2006 the Roth IRA was introduced, giving companies and employees an alternative. At first glance,…
If you want to get your finances and retirement in order, you need to organize and formulate a solid strategy to achieve those goals. This is a daunting task that…
401Ks are tax-advantaged retirement savings accounts, and many people contribute money to them every single year. Sometimes employers will match those contributions, creating the potential for you to build up…
One of the most useful and commonly evaluated financial metrics is net worth. Net worth is the value of everything you own, including financial and non-financial assets, minus everything you…
The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…
There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…
Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…
Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…
While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…
Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment and dramatic socio-economic turmoil. Not…
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