What should I make of the current market conditions? During this webinar, Larson Financial Group’s president, Colin Wiens, and Dimensional Fund Advisor’s Vice President and Head of Client Communications, Jake DeKinder, discusses the topics below as well as solutions for investors to consider when navigating this everchanging market. Current Market Conditions: How should/shouldn’t investors react to … Continued
The past few months the news cycles have been flooded with headlines about a recession. Some outlets say one is quickly coming. Others say we are already in one. While the word recession carries a well earned negative connotation, there are strategies you can take to most effectively navigate one. During this webinar Larson Financial … Continued
With new legislation in progress, there are a couple items that are in need to shed light on before you take a “set it and forget it” approach to saving for retirement, but proactive planning can help you save more efficiently by reducing your tax burden. Let’s talk about the Roth Conversion process, and how … Continued
As winter gives way to spring, many physicians are finding themselves in the familiar position of preparing their tax returns in advance of the April filing deadline. Compounding the stress is the complex tax code. Doctors tend to be among the busiest of professionals, making it a challenge to keep up with all the rules … Continued
Recent data released by LIMRA, an international association of life insurance financial planning companies, found that 40% of Americans have no life insurance and half of those who do are underinsured1. This is especially odd considering that life insurance rates are now at all-time lows. In just the past decade, the cost of basic term … Continued
How 529 Plans Support Education and Estate Planning Backpacks? Check. Notebooks? Check. Crayons, calculators, and lunchboxes? Check, check, and check. As families scramble to wrap up their back-to-school shopping, one item that rarely makes it onto the supply list (but absolutely should) is a 529 plan. While it may not fit in a backpack, this … Continued
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