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Get Organized to Make Retirement Easier

August 17, 2023 | David Edmisten, CFP®

Have you ever wished your financial life was less complicated? Do you have some financial accounts that are hard to keep track of? Do you ever wonder if all of your accounts are aligned together to help you meet your goals in the most effective way? Get organized to save yourself time and get better results as you approach retirement.
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Image for Don't rush to rollover your 401k if you have company stock

Don't rush to rollover your 401k if you have company stock

August 17, 2023 | David Edmisten, CFP®

If you own stock from your company in your 401k, you should think carefully before deciding to do a 401k rollover. Consider potential tax savings first.
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Image for Do you really need a financial planner?

Do you really need a financial planner?

August 17, 2023 | David Edmisten, CFP®

Even if you have a solid financial education, working with a financial planner can provide important benefits for your financial well-being. Hiring a professional who has the time, expertise and dedication to help you make the best decisions for yourself can be invaluable.
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Image for Discipline and Accountability Are Critical to Your Financial Success

Discipline and Accountability Are Critical to Your Financial Success

August 17, 2023 | David Edmisten, CFP®

When it comes to achieving success with your finances (or any area of your life), knowledge isn’t enough. You can know a lot, but it takes discipline and accountability to put what you know into practice
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