October 31, 2018
Whether retirement is 30 years or 3 months from now, Roger Ingwersen shows why it’s important to plan ahead. Organizing for retirement will not only help you properly prepare, but also make you more comfortable with your retirement decision. By simplifying your finances, the transition will be much easier to manage.
September 13, 2018
Laurie Ingwersen writes that offering financial wellness programs can lead to increased loyalty to the company and less employee turnover. Studies have shown that offering financial wellness programs not only helps ease stress and anxiety for employees, but also leads to increased productivity. Learn more about what such a program might mean for your company.
April 27, 2018
For many financial advisors, the stakes seem higher when the client is a family-owned business. Laurie Ingwersen shares her insights on what advisors should keep in mind when working with family businesses, including the need to understand the fundamentals of the business within the context of underlying family dynamics. Read more on Financial Advisor.
April 25, 2018
Each family business is unique in terms of the level of involvement of various family members and overall family dynamics. Understanding the fundamentals of the business itself, as well as the family’s vision for its future, are both important variables. Learn more in Laurie Ingwersen’s article on Money, Inc.
February 21, 2018
Asset protection planning is one of the cornerstones of any successful wealth management strategy. Lawsuits, taxes and unforeseen events must all be factored into the equation. The following piece on asset protection provides a detailed breakdown of how you can protect you and your family against potential future creditors.
February 14, 2018
With tax season just around the corner, many Americans are looking to take advantage of tax savings in pursuit of their retirement goals. The following piece provides a crash course on 401(k) plans so you can start maximizing tax benefits sooner rather than later.
February 13, 2018
January was a record-setting month for Wall Street. The following article provides a detailed breakdown of the market’s performance, as well as key economic indicators spanning housing, manufacturing and trade.
February 7, 2018
As a financial advisor, it’s important to be sure that your clients have all of the essential information regarding Required Minimum Distributions to ensure that they don’t make expensive mistakes. Anyone over the age of 70.5 that has an IRA account needs to understand how RMDs affect their retirement withdrawal strategy. Roger Ingwersen, Managing Partner and Founder of The Harvest Group discusses some important considerations in the following article.
January 29, 2018
Planning for your financial future can be a daunting task, especially if you’re at a crossroads or facing major life events. Luckily, a financial professional can quickly step in to get your savings and peace of mind back on track. The following article provides a list of the important role a financial professional can play in helping you build your financial future.