Obstacles Last week was my annual Camp Bike Think week. As the name implies, I go camping by myself with our family’s pop up camper, go biking on some Wisconsin state trails, and spend some time working on projects, improving processes, and reading. This year I successfully biked the Sugar River State Trail from Brodhead…
Welcome I consider myself incredibly lucky to have recently joined the IAG family. Every company tries to sell their job applicants on their “incredible workplace culture” but after interviewing with a number of companies during my job search, it was clear to me immediately that IAG was different. They really meant it. Every single one…
Multi-Generational Planning: Unlocking the Power of Compound Growth When it comes to wealth management, especially for those with multigenerational family businesses, planning across generations is not just a strategy—it’s a legacy. The concept of multi-generational planning is about more than just preserving wealth; it’s about growing it and ensuring that future generations are set up…
Surprise! That is one powerful word that will shake a short-term trader to their core. You see, traders are a pretty confident bunch. They have done all of the analysis, calculated the upside opportunities and downside risks, and positioned themselves for what they believe will be a near-term trading profit based on what they think…
Fair Fair is in the eye of the beholder. Starting Thursday, August 1, through Sunday, August 11, well over one million eyes will behold the spectacle that is the Wisconsin State Fair – the seventh most-attended state fair in the country. What is the draw? There is something for everyone to do. If you are…
Last week the Internal Revenue Service finally kind of finalized new regulations for the many retirement account changes enacted in the SECURE Act (signed into law in 2019) and the SECURE 2.0 Act (signed into law in 2022). One of the most drastic changes in the SECURE Act applied to rules surrounding inherited retirement accounts.…
“See you tomorrow…” “See you later…” “Talk to you soon.” How many times in the last week have you said that to someone? If you’re like me, you’ve probably said it dozens of times recently. But I’d like to share a story that profoundly impacted me this weekend, reminding me that sometimes, there isn’t a…
Not everything went as planned, but we were very blessed on our 2024 family camping trip. We safely travelled 6,639 miles through 13 states. We had a few long boring days in the car to reach our destinations, but they were more than offset by adventures, amazing views, and exciting experiences along the way. On…
I’m one lucky guy! I’m fortunate enough to work with some of the most caring, hard-working people around. I currently manage the Operations Team for IAG Wealth Partners. I’m constantly impressed by the efforts put forth by the members of my team. They dedicate their time to ensuring that all transactions are processed accurately. They…
It begins on Thursday. The rubber hits the road for my family’s 2024 camping trip after eighteen months of gathering ideas, evaluating options, and creating travel plans. Since this likely will be my last multi-week camping trip with my daughter, I asked her in January of 2023 what parts of our country she would like…