Avoid Costly IRA Mistakes

Watch this video on YouTube Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. I was reminded of this at the...

Safeguarding Your Data After Equifax Hack

Watch this video on YouTube The massive computer hack of Equifax, one of the three largest US credit reporting agencies, exposed the Social Security numbers, names, and contact information for up to 143 million of us. How should you respond? A lot of conflicting...

Get More Homeowners Insurance Protection With Home Inventory

Watch this video on YouTube In my experience, the number-one reason people engage a financial planner is to sleep better at night. That doesn’t mean planners give advice on what kind of mattress to buy. The sleep aids we provide are more about peace of mind. For...

Avoiding Fatal Financial Mistakes

Watch this video on YouTube Can a poor financial decision ruin your life? Possibly. Financial failures vary in severity, depending on a wide range of variables such as your age, earning capacity, education, and timing. Some can be minor bumps in the road to success,...

Asset Protection and the Panama Papers

Watch this video on YouTube The release of the Panama Papers has created a number of recent articles critical of South Dakota’s asset protection statues and lack of an income tax. The Panama Papers are over 11 million leaked documents containing sensitive information...

ID Theft Insurance? Not Recommended.

Watch this video on YouTube Speaking in front of an audience used to be Americans’ greatest fear. According to a Chapman University study done last year, public speaking has dropped to number five. Number one is now walking down a dark alley alone. And the...