by Tom Neeser | Jan 3, 2023 | Blog, financial planning, Lifestyle planning
With the New Year comes new opportunities. We wanted to share with you something we are very excited about as we look forward to 2023. Anyone who has read our blogs knows – we teach and practice a proven strategy that gives you control of your...
by Tom Neeser | Sep 27, 2022 | Blog, Investing, Lifestyle planning, Personal Finance
If the market’s ups and downs are making you nervous, you must ask yourself -how much risk am I willing to take with my retirement dollars? When you are thinking about retirement – the last thing you want to worry about is having enough money, but that is...
by Tom Neeser | Aug 3, 2022 | Blog, financial planning, Lifestyle planning
What is and how does it work? A 1035 exchange refers to the IRS tax code that allows for a tax-free transfer of an insurance product like life insurance or an annuity contract for another without a tax consequence. The advantage to you is this – you don’t...
by Tom Neeser | Jun 24, 2022 | Blog, Lifestyle planning, Personal Finance
Free Stock photos by Vecteezy The cost of fuel is affecting everyone! I have never thought about little things I could do to save a few cents here and there, but when we hit five bucks a gallon, we are definitely thinking about it! I have seen some great tips I...
by Tom Neeser | May 18, 2022 | Lifestyle planning
By Edward E. Klink Rolling Stones legendary drummer and founding member Charlie Watts passed away recently at age 80. Formed during the Kennedy administration, the Stones—including Watts and septuagenarian Mick Jagger and Keith Richards—shook up the status quo, took...
by Tom Neeser | Apr 21, 2022 | financial planning, Lifestyle planning
Here is a great article that addresses what Dave Ramsey gets terribly wrong. Ramsey gets several things right and has done a fantastic job helping people get out of debt. Many of the strategies he teaches I completely agree with. But anyone who has listened...
