Eric Hagen 3/10/22 Eric Hagen 3/10/22

When Worlds Collide: Russia Invades Ukraine

Vladimir Putin launched an invasion of Ukraine late last month - here are some thoughts from the desk of Eric Hagen

Eric Hagen 2/23/22 Eric Hagen 2/23/22

Taking Charge of Your Financial Life

Delegating responsibilities to others may lead to problems down the road.

Eric Hagen 11/5/21 Eric Hagen 11/5/21

2021 Last Chance Financial Planning Checklist

Shape up your personal finances for a great year-end!

Eric Hagen 3/11/21 Eric Hagen 3/11/21

COVID-19 Relief Bill Signed Into Law

A $1.9 trillion relief package.

Eric Hagen 1/6/21 Eric Hagen 1/6/21

5 Highlights of the New Stimulus Package

What the latest round of funding may mean for you.

Eric Hagen 10/28/20 Eric Hagen 10/28/20

End-of-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.

Eric Hagen 10/28/20 Eric Hagen 10/28/20

2020 Annual Financial To-Do List

Things you can do for your future as the year unfolds.

Eric Hagen 10/14/20 Eric Hagen 10/14/20

October is Financial Planning Month

Six areas of personal finance to review.

Eric Hagen 6/1/20 Eric Hagen 6/1/20

Complimentary Shredding [Spring Cleaning!]

Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.

Eric Hagen 5/20/20 Eric Hagen 5/20/20

"Backdoor" Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way.

Eric Hagen 4/29/20 Eric Hagen 4/29/20

Details on the Tax Deadline Extension

The I.R.S. is giving you three additional months to file and pay.

Eric Hagen 4/10/20 Eric Hagen 4/10/20

Roth IRA Conversion in the Era of COVID-19

Is it right for you?

Eric Hagen 4/2/20 Eric Hagen 4/2/20

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

Eric Hagen 2/24/20 Eric Hagen 2/24/20

Coronavirus, Past Epidemics, & the Stock Market

A look at how previous epidemics impacted the stock market in the U.S. & around the world.

Eric Hagen 9/12/19 Eric Hagen 9/12/19

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.

Eric Hagen 9/5/19 Eric Hagen 9/5/19

Could Assumptions Harm Your Retirement Strategy?

Three common misconceptions to think about.

Eric Hagen 8/20/19 Eric Hagen 8/20/19

Have You Budgeted for Retirement?

Creating a strategy for success.

Eric Hagen 8/13/19 Eric Hagen 8/13/19

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?

Eric Hagen 7/30/19 Eric Hagen 7/30/19

You Could Retire, but Should You?

It might be better to wait a bit longer

Eric Hagen 7/23/19 Eric Hagen 7/23/19

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.