Rick was recently asked to contribute to Squared Away, a blog written by Kim Blanton. Click below to see what Rick recommends for the Class of 2019: Low Rent Key to Survival. Read More

Investment opportunities exist all around the globe.  Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year to year only add to the complexity, providing little useful information about future returns.

Daunted by the prospects of sorting it out, some investors look to the place they know best—their home market. There can be good reasons, such as tax benefits, for prioritizing an investment close to home, but too much home bias could mean underweighting or missing out on part of the investment universe.Read More

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

With more than half of the world’s Web traffic now coming from mobile phones, a seamless mobile experience is a must-have for businesses that want to connect with clients. And with the growing number of devices available to access the Web, providing a seamless experience across devices is crucial. eMoney understands that clients need a modern, intuitive and unified user experience that provides the same features and level of responsiveness whether you are using your phone, tablet or personal computer.

Here’s how to access the emX Mobile Experience.Read More

No matter what stage of life you are in, you could probably benefit from working with a Financial Professional. Read More