Archives by date

You are browsing the site archives by date.

Preparing for the Unexpected: Estate Planning Tips

Consider the following six tips to setting up a comprehensive estate plan to help protect your estate, assets, children, and legacy and to ensure what is left to your loved ones is what you originally intended. 1) If you are […]

Chad’s Interview with the Edwardsville Intelligencer; article titled "Double-Dip Recession on the Horizon?"

St. Louis County foreclosures nearly double and Missouri’s unemployment reaches 9.1 percent, St. Louis advisor addresses what you can do now to prepare your finances for a potential second-wave of economic hardship The fear of a “double-dip” recession is back. The […]

How To Keep Your Retirement Savings Plans Working, Even If You Are Not

It’s unavoidable! You turn to the news and there is another round of announcements about the rising unemployment rate, company layoffs or massive corporate cutbacks. People spend decades contributing to their 401(k) with the anticipation of not having to touch […]

Understanding Roth IRAs

Since the invention of the Roth IRA in 1997, retirement savers and financial advisors alike have been thrilled at the notion of a retirement savings vehicle that allows money to compound tax-free. The Roth gained even more popularity with the […]