Retirement Risks

Gabe Fransen | November 29, 2022 A big part of our retirement planning process has to do with identifying risks that could hurt our client’s retirement plans. We find it beneficial for our clients to understand what risks we are looking for, if the risks are applicable to them, and Read more…

Owner or Lender

Mark Triplett | September 12, 2022 Is it better to be an owner or lender? A simple question worth asking yourself. Would you rather be the owner of your home (a relatively consistent appreciating asset I might add) or would you rather be the lender? As an owner you borrow Read more…

401(k) Contribution Plan

Gabe Fransen | July 26, 2022 In the late 1970’s Congress enacted Internal Revenue Code Section 401(k) as part of the Revenue Act, which set the path for employees to contribute a percentage of their salary to their employer’s 401(k) plan. There have been several detailed changes to 401(k)’s since Read more…