David Clausen

Plus, why the long-term view is important for investors as we approach the election.

These questions can help ensure you’re choosing the right fit for your family.

Retail sales are accelerating, but concerns about a second wave persist.

These moments in time can help your kids build a solid foundation around money.

Please reach out if you’d like to discuss either of these repayment strategies.

Plus, more evidence that major portions of the economy are recovering.

It’s worth your time (and money) to thoroughly review your options.

If you’re a small business owner looking to create a financial plan, give us a call.

Despite major headlines around the debates and the President’s positive COVID test, markets were more focused on the potential for another round of stimulus.

The online holiday deals season is unofficially kicking off this month.

Test your knowledge to see how much you know.

We’ve found that having options at retirement is often about the strategies that a client takes advantage of 10, 20, or even 30 years earlier. Grateful for the recent opportunity to speak with CNBC regarding the different types of retirement accounts and the role that each play in a successful plan. If we can help you or someone you know design a strategy built for flexibility in a variety of circumstances please reach out. We’d love to connect. https://www.cnbc.com//how-to-take-the-mystery-out-of-selec

If you need help with your retirement planning, give us a call.

The coming weeks may be volatile; this is a good time to stay focused on your long-term goals.