“Take 10” – An End-Of-Year Financial Checklist

By |2022-01-11T13:53:10-06:00January 11th, 2022|News|

  “Take 10” – An End-Of-Year Financial Checklist (2 min. read) This is a good time to look back on the past 12 months and look ahead to a new year. Be honest as you hit these 10 key check points for managing your finances and reviewing goals and objectives. This

Savings: Think Thousands, Not Nickels and Dimes

By |2021-07-16T12:46:34-05:00July 15th, 2021|News|

  Savings:  Think Thousands, Not Nickels and Dimes (2.3 min. read) By Ben Uphoff, Vantage Partner & Wealth Advisor Business discussion groups we attend talk about the many tips offered for saving money in your budget. Problem is, these are “nickel and diming” options. Canceling Netflix, not going to the coffee

John Neff-One of the Investment Greats-“Was Decent to the Core”

By |2021-06-24T13:47:16-05:00June 24th, 2021|News|

John Neff–One of the Investment Greats–“Was Decent To The Core” John Neff, (1931- 2019), is a son of Ohio who produced one of the best long-term records of any money manager ever. He loved finding stocks that were unpopular and had hidden potential, then bought them in bulk. Mr. Neff managed the Vanguard Windsor

Planning Your Retirement Budget

By |2021-06-24T13:47:32-05:00June 17th, 2021|News|

Planning Your Retirement Budget (2 min. read) For those on the cusp of retirement, or forced into earlier-than-expected retirement, you may have done some numbers in your head to figure out whether you will have “enough” saved and coming in (from Social Security, a pension, your 401K, or passive investments) to last through the

Considering Downsizing? Housing Market Trends

By |2021-06-07T12:55:08-05:00June 7th, 2021|News|

Considering Downsizing? Housing Market Trends (2.5 minute read) The U.S. housing inventory is historically low; prices are strong versus historical rates, and prices are increasing in double digit increments annually in nearly every market. This real estate boom is resulting in faster sales times. The shortage of homes makes it hard to meet demand

The Vantage Way

By |2021-05-27T13:51:45-05:00May 27th, 2021|News|

The Vantage Way  (4 min. read) As fee-based Wealth Advisors, we consistently meet and talk with new people every day. Some interactions are simply surface level that start and end in the same sentence. Others are icebreakers that end up being the beginning of a long-term relationship. Meeting new people is an important part

The Biden Administration’s Tax Proposals – Impacts to Consider

By |2021-04-29T11:31:23-05:00April 29th, 2021|News|

The Biden Administration’s Tax Rate Proposals – Impacts to Consider (2 min. read) Naturally there is a great deal of speculation on the current capital gains tax increase proposal. Headlines in the news center on President Biden’s proposal to raise the U.S. capital gains tax rate for Americans earning $1 million per year or

Raising Money-Smart Kids

By |2021-04-22T12:04:40-05:00April 22nd, 2021|News|

Raising Money-Smart Kids (2 minute read) To say that “times have changed” since boomers were children is a vast understatement. Now, twelve-year olds are using debit cards and apps to track their allowance, pay for things, and auto-deducting from their accounts. Even churches take cash-less, check-less offerings. And the impatient stares given at the

Estate Planning – A Primer on Moving Forward

By |2021-04-29T11:07:13-05:00April 16th, 2021|News|

Estate Planning – A Primer on Moving Forward (3 minute read) by Matt Niedeberbaumer, Partner & Senior Wealth Advisor Often, a client will begin with the common question, “Do I need a trust?” And, of course without knowing all the information, professionals (myself included) can’t simply determine the answer with a “yes” or “no”.

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