How to Clarify Your “Why” For Your Finances and Your Life

Bruce Eisenhauer- Financial Advisor When you hear someone mention their why, what comes to mind for you? Is it your purpose, your inspiration, the very thing that gets you up in the morning? Is it possible to have multiple whys? Do you have a why for work? For family? For hobbies? A why for …

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …

Three Financial Basics To Practice in 2021

The year 2020 was many things to different people, but one universal feeling is that it didn’t go how anyone had planned.Even though we’ve already had a rocky start to 2021, this year brings the hope that the world will go back to something resembling normal as more people are vaccinated.

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so …

17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

How to Practice Gratitude, Even After a Difficult Year

When the lockdowns caused by the COVID-19 pandemic began, time seemed to stand still. Yet here we are at the beginning of the holiday season. So many people have lost their jobs, been forced to work at home, and felt isolated. Children have tried to home school, go back to school, divide be …

Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

How a Parable Helped Me Better Guide My Clients

How different are you from your best friend? How about your sibling? Coworker? People are unique, that’s what makes the world fun. People have different life journeys, different likes, different laughs.

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