by Isaac Benner | Jun 16, 2020 | Uncategorized
What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your child is just about ready to enroll in college. Suddenly, your child’s need for the account...
by Robert Klosterman | Feb 6, 2019 | Financial Plan, Retirement Planning, Uncategorized
Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all. According to Psychology Today, disagreements over money increase the chances of divorce by over...
by Robert Klosterman | Dec 21, 2018 | Investments & Markets, Uncategorized
Recent market volatility in December 2018 has risen to higher levels. During periods of upside market volatility, investors’ concerns are absent. However, things tend to change when the markets are moving down. Feelings of fear are very normal in today’s world,...
by Robert Klosterman | Aug 20, 2018 | Investments & Markets, Retirement Planning, Uncategorized, Wealth Management
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a sense of financial independence. Of course, those engaging in a competitive environment end up...
by Robert Klosterman | Jul 27, 2018 | Uncategorized
In installment one and two six classic financial mistakes in executing a personal financial strategy were identified based on my observations of behavior over the last 40 plus years. Six of the topics include: Thinking Taxes are the Exclusive Answer, It Is Not a Good...
by Robert Klosterman | Jul 20, 2018 | Financial Plan, Retirement Planning, Uncategorized, Wealth Management
Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9 Comprehensive Financial Planning Mistakes. The three risks were: Thinking Taxes are the...
