by Travis Reader, CFP®, MSFS | Apr 2, 2026 | Investing, Strategy
For decades, retirement planning followed a simple formula, work for one employer, retire with a pension, and receive a predictable paycheck for life. That’s exactly what my own father did working for GE. Today, most retirees face a very different reality. Instead of...
by Ben Hockema, CFP® | Sep 17, 2025 | Investing, Market Updates
Every fall, Medicare’s Annual Enrollment Period (October 15 – December 7) brings a flood of reminders, advertisements, and questions. Many people understandably assume this means they need to review all their Medicare coverage—including their Medicare Supplement...
by Ben Hockema, CFP® | Mar 13, 2024 | Investing
This post is the second of our series looking behind the scenes of how we manage portfolios for our ongoing clients. Behind the Scenes of Your Portfolio: RebalancingOften overlooked when thinking about your portfolio are the different ways that taxes are generated,...
