By: Gary R. Oman

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like.

Thanks to all who attended our President's Seminar and 2019 AGM!

Here are a couple of photos of the event.

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

As we near the upcoming holiday at the end of May, I found myself thinking about the true meaning of Memorial Day and what it means to us today. One thing I’ve always known as a veteran myself is that Memorial Day is more than a day off; it is a day of remembering the men and women who died while serving our great nation.

Have the Talk Before you Take the Walk

Dee Kerr, CFP®, CDFA®

Have the Talk Before you Take the Walk (down the aisle that is.)

In This Issue:

• Key Retirement and Tax Numbers
• Hybrid Funds, Lifestyle or Target?
• What Happened to Your Money?

Read More

Presented by Doug Kuring, March 22, 2019

We believe your personal safety online is of the highest importance. That’s why we are writing to share some important tips on making sure your passwords are strong enough to keep your data as safe as possible.

Whitepaper: Estate Planning Review

Written By: Daniel A.