There is an old joke that says, when someone tells you, “I slept like a baby last night,” what that really means is that they woke up every two hours, had to go to the bathroom, and decided they needed a snack before they went back to bed. We worry about everything,...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Debt is bondage, and leverage is an asset. What is the difference between the two? Join us on Consider This Program to learn more!...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: It’s the 4th quarter in your life of work. In grade school, we were able to prepare for the big event. There is no greater event for most people than retirement or separating...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: The risk to any employer that provides a pension is the same risk you had with a 401k or a 403b. Should you consider, given the opportunity, to take a lump sum pension? Here...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: People think about money in terms of investment return. Retirement is about income, not assets. Make sure that you are building tax diversification along the way. What is tax...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: We will have a refresh on the difference between a fiduciary advisor and a suitability advisor. From there, we will teach you how to take the next steps in bringing on a...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Your life after work is more than just saying goodbye to a paycheck from an employer. It is part art and part science. For example, how and when do you take social security?...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Taking away the keys is one thing, but the checkbook is a whole other conversation. Planning ahead for this tough talk can make it easier for you and your parents when the...
Freedom rings and July 4 has arrived. We celebrate the Declaration of Independence, signifying our desire to discontinue one relationship and begin anew. We continue to have opportunities to make changes (hopefully improvements) in our lives, personally and...
Trust discussions are robust in meaningful relationships, and they should be. A "trust" of any nature is a document that expresses your wants, hopes, and desires while you are alive and after your passing. Just as you have trust in a relationship, trusting your...
In the early morning of July 16, 1969, three men, Neil Armstrong, Michael Collins, and Edwin “Buzz” Aldrin sat in a tiny space capsule on top of the most powerful disposable rocket ever constructed, the mighty Saturn V. These men were taking the ultimate leap...
By: Dean Huddleston Automobiles and investing, what do they have in common? They both are at times referred to as vehicles, a car moves you from point A to B, a mutual fund can be considered an investment vehicle where your dollars take a ride down a...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] Growing up in the sixties and seventies in Indiana the internet did not exist (I don’t even think it was on Al Gore’s...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] In 1982 in the early stages of the “British Invasion” a rock band, known as The Clash, had an album that peaked at...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] In the days of black and white televisions, when the remote control was one of your children, Jack Webb created and...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] There are those peaceful moments in life - early summer, sitting on the porch swing with your Labrador lying in the...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] Fiction writers use words to convey a story. If they are skilled, the words used can draw us into the events so much...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] Okay, why read this blog about buying a car from a Financial Advisor? Well I have seen a fair number of sunsets in my...