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How to Consolidate Multiple Retirement Plans and Maximize Returns

September 15, 2021/Nathan Shelton

The average working adult changes jobs 12 times during their career, so there’s a good chance you’ve racked up more than a couple retirement plans over the years. If so, it might be time to consolidate.

Want to Avoid Capital Gains Tax? Here Are 4 Ways

August 10, 2021/Brian Nieuwlandt

Chuck Norris once said, “Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes, we’re being taxed to death.” He has a point!

Meet Our Team Member: Piercen Harnish

July 14, 2021/Piercen Harnish

There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason was simple: I wanted a career where I could have a significant impact on people’s lives while using my passions and skills.

Our 2021 Midyear Market Update

June 15, 2021/Nathan Shelton

2020 was a major reality check. We cannot predict the future and we have little control over anything. Even things we have always taken for granted were called into question, such as school for our children and time with loved ones.

Which Retirement Plan Is Right for You?

June 2, 2021/Matt Fry

Have you been daydreaming about your retirement lately? After the past year we’ve just had, who isn’t? I’m sure a relaxing and fulfilling retirement has never sounded sweeter, but not so fast!