Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.

But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. So don’t be intimidated by complicated-sounding jargon, and don’t hesitate to ask questions — after all, this is your money.

Read full article here: https://www.aurochsfinancial.com/wp-content/uploads/2019/05/Fundamental-Concepts-for-New-Investors.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

One of the many decisions you will need to make when leaving your employer is what to do with the money in your Employer Sponsored Retirement Savings Plan. Typically you have 4 options. Watch the video below to learn further what those options are.

Watch Video Here: https://www.forefieldkt.com/kt/htmlnl.aspx/kt/HtmlNL.aspx?pvw=E6A8F52C778DA2560E136F1429674CA9DE3388A07F7EA2344F441A0A1147533CB26E073AE1741865821E32FFD17DDE86AE1B9309827BDFAAA0728C6934DAB912A2E816EAB60CB23357FE66A5905D15591E065093A38E32FAE4F7D6889B4808448AC96FCF3DEAA1301F77DEF997A1A1B1&pvt=B540383DAA16008773B41654C7408A4642E80A4CEB068C20E00430F78AAAB463F065F888D7B16D0D362F8499780293DA812C1DE5EF7FCB771D48F869017942DD6F27CA5099AD3D11A0036860B7951901

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

If you have a High-deductible health plan (HDHP) or considering enrolling in one, you might also consider a Health Savings Account (HSA). The two can work hand in hand to help you save money on health care.

Watch Video: https://www.forefieldkt.com/kt/htmlnl.aspx/kt/HtmlNL.aspx?pvw=7482B357F2EDC40F9DF2F01FFE6F0A768F70A3336A01FBE30114F26E84CBD514AB15A97007C64A72687062CACC23120EAB3C894436CC128BCDF65BAB9E1A8EA87BABB7C9E65000A8F97DD73C5266870B6298FE4E868B3C8278832058D8D93C98293C1049F302101744830177E14BF7A3&pvt=3B2CA05846B5B6A495A9AD27FA1B6AA6F79E804DD2DCE0781C2AD0FB036A7FA1C8ACB74873D1A8C05D7FB021B8066C5923AE4744B17D81CDB8778040B7040773B09979B5E45B9C01D289E82C12927042

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Do you know who your beneficiary designations are? Beneficiary designations are needed when you open a Retirement Account, Life Insurance Policy or buy an Annuity contract. In the event of your death these potentially valuable assets will pass directly to your designated beneficiaries, taking precedent over instructions in a Will and by-passing the probate process entirely.Read More