Category: Wealth Management
Blog
How to Make Sense of Retirement and Estate Finance
Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.
Read More
Blog
Estate Planning for the Family Farm and Your Legacy
As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …
Read More
Blog
How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations
As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …
Read More
Blog
Financial “Exercises” You Can Do While Social Distancing
By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. We’ve all been inundated news about the Coronavirus, and its impact on our community, our country and the world, both physically and financially. Hopefully, most readers are choosing …
Read More
Blog
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
Read More
Blog
“What Can I Do To Help?” – Our Response to COVID-19
By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. By now, all of us have been inundated with facts and figures about the Coronavirus, and its impact on the health of our community, our country and the world, both physically and financially.
Read More
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
Read More
Blog
Don’t React, Respond
Before you delete this, read the first three paragraphs. This is not another corporate, boiler-plate email telling you we are washing our hands, and taking precautions. We are doing everything recommended to stay safe, but that’s not the point of this message.
Read More
Blog
It’s Time for a Perspective Check: Current Market Volatility
As we write this on March 9th, it is the 11th anniversary of the global panic attack that marked the bottom of the Bear Market of 2007-09. Isn’t it a bit ironic that, on this anniversary, we are marking it with another global panic attack?
Read More
Blog
Scared of Running Out of Money in Retirement? Here’s How to Avoid It
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
Read More