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Real Estate and IRAs – Tips for Avoiding the Traps

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

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GUIDE: How to Build Generational Wealth

infographic how to build generational wealth

Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.

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Are Municipal Bonds a Good Investment?

Moody’s just assigned a Aaa rating to Naperville’s GO Bonds. In this article, financial planner Curt Stowers discusses whether investing in municipal bonds is worth it.

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Quantifying the Value of Financial Planning Advice

It’s possible to quantify the value your financial planner provides by examining the economic & real-world impact they deliver. Read here for our guide on quantifying your advisor’s value.

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