by Caleb Staudt | Mar 3, 2025 | Uncategorized
A solid financial plan is the foundation for long-term security and growth. However, a one-size-fits-all approach does not work because every individual has a unique risk tolerance, time horizon, and financial goal. Understanding how to balance risk and reward while...
by Caleb Staudt | Dec 5, 2024 | Uncategorized
403(b) retirement plans are designed primarily for employees of nonprofit organizations, public schools, and certain religious groups. The tax benefits available to participants are broad and impactful. Here are some key strategies to optimize your tax savings through...
by Caleb Staudt | Oct 26, 2024 | Uncategorized
Whether you’re saving for retirement or aiming for long-term portfolio growth, understanding how inflation impacts your investments is essential. Inflation can diminish the purchasing power of your returns, which means your money might not go as far in the future as...
by Caleb Staudt | Oct 3, 2024 | Uncategorized
A profit-sharing plan—distributing a portion of the company’s profits—is a great way to motivate and reward employees. These plans can improve employee satisfaction, drive performance, and align the workforce’s interests with the company’s. However, to...
by Caleb Staudt | Aug 29, 2024 | Uncategorized
It’s never too early to think about the risks and benefits of life insurance. Why? Because life insurance may be the most important thing you ever buy. Choosing a life insurance provider is an integral decision that can significantly impact your financial security and...
