thumbnail

Your Time, Your Money: Avoiding COVID-19 Scams

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can be sent via email, text […]

by Garrett Kunz
Mar 25, 2020
thumbnail

Your Time, Your Money: 3 Ways the SECURE Act May Affect You

As you may know the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. This piece of retirement legislation could have an impact on decisions you may want to make regarding your Wealth Planning strategy. As a Wealth Advisor, we understand that sifting through legislative updates can […]

by Jason Priebe
Jan 16, 2020
thumbnail

Your Time Your Money: Avoid Financial Detours

Financial Mistakes Can Occur Throughout Your Lifetime Youth affords us many benefits, ample free time is an example. As you have progressed through life, these benefits become more and more scarce. Whether you’re in your 40’s, 50’s or 60’s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to […]

by Garrett Kunz
Sep 27, 2019