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What does life after losing a spouse look like? Samantha Russell shares her story, plus the lessons we all can learn from her experience.
Just like with home improvement projects, there are clear benefits to working with a professional. A financial advisor can help you increase investment performance, minimize taxes, and more.
“I don’t want to be eulogized as, ‘He was a good entrepreneur, had a great social media marketing company.’ And I felt, at the time, like that’s kind of what I am. It’s kind of what I’m known for.”
“One of my first memories about money is, I built a little treasure chest…and it had a compartment in it. And I cut up two pieces of cardboard, and I put them in this treasure chest, and I would put all my money in those three slots. And one was for the church, one was to save, and one was to spend.”
When you hear the term “personal financial statement,” it’s likely you think of columns of numbers, a balance sheet, and net worth calculations. While the data itself is important for managing personal finances, the true value of a personal financial statement (PFS) goes far beyond the numbers.
Are you stashing away the most money possible in your employer’s retirement plan? Contributing the maximum to your individual retirement account (IRA)? What about your Health Savings Account (HSA)? Do you know when you can and when you are required...
“I always tell people, ‘You can’t find purpose; you create it.’ But it is true that we have to understand the, you know, the ‘beckonings’ — the things in our life that we might want to build purpose around.” Hospice...
Want to know how financial experts get their money in shape for the new year — so you can too? On the latest episode of our podcast, Common Cents on the Prairie™, First National Wealth Management’s very own Adam Cox,...
“I know we’re going to have to spend a lot of money, so I don’t want to compromise.” Build, buy, or remodel? With all the chaos of the housing market in recent years, many homebuyers are feeling stuck. Small business...
Deciding whether a Roth or traditional account is best for you is a very personal experience. Differences in income, retirement expectations, and state tax treatment will all be determining factors in your choice. In a previous blog post, we discussed...
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