This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer On Thursday evening the National Football League’s (NFL) 2022 season begins with the Super Bowl champion Los Angeles Rams hosting the Buffalo Bills. To make an NFL team’s roster requires significant personal commitment by the players. They must commit to keeping their…
Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the basics and practicing. Investing for your retirement over the long term also takes a little knowledge…
This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer I had an interesting experience driving my daughter home from camp on Sunday. We were driving through a small town in central Wisconsin when a vehicle made a right turn at an intersection a block or so in front of us. Everything…
Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own finances due to divorce, widowhood, or remaining single. Every day, women face a variety of risks to their life, their health, and their property. Although you can’t eliminate many of these risks, you…
As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be incredibly valuable. Below, learn more about the different ways a financial professional can help non-profits succeed. Fiduciary…
If you’ve moved beyond basic financial advice—live below your means and set aside funds for a rainy day—you may be wondering what to actually do with these rainy-day funds. With inflation on the rise, keeping excess cash in a checking or savings account could erode your purchasing power over time.1 What should you do to put these…
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. Helping to pay for a grandchild’s college…
This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer It is generally good to know where you are. When hiking in the woods, you bring along a compass and a trail map. When driving in unfamiliar territory, you use Google maps or your car’s GPS to keep your bearings. The…
This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer If you made it past the title of this blog, congratulations! Most people likely saw “math” in the title and casually walked away without making eye contact. Whether you like it or not, math runs your world. You can either choose to…
This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer Within the next few days you will face a critical decision. Your June investment statements will arrive via e-mail or in the mail. There are three potential approaches you could take because you honestly already know what your statements will tell you. Option…