Posts Tagged ‘wealthmanagement’
Suprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreFebruary Power Hour – State of the Union
Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreEnd of Year Planning and Gifting
End of Year Planning and Gifting: Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
Read MoreNovember Market Update
November Market Update: Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market…
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