Financial Planners
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now in the hope of saving tax costs later. While nobody likes paying taxes before they need to, there are several reasons a Roth conversion may make sense as part of […]
If you are putting away funds dedicated to your child’s higher education expenses, a 529 College Savings Plan is tough to beat. These plans allow parents and grandparents to put away funds for a child’s education, and the growth on the account is tax-free when used to pay qualified education […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_82.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening Inflation, Consumer Sentiment, and the Markets Bull and Bear Market Cycles About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an […]
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came to a full stop, disrupting the production of goods and materials. As the economy reopened, demand surged while production had not caught up. The pandemic also led to changes in […]
Shotwell Rutter Baer is very excited to announce that Ashley Sajor has joined our team as an Associate Financial Planner. Ashley is the first member of our Financial Advisor Residency Program, where she will work with Dave and Nick to learn the details of financial planning while working toward her […]
This month we are welcoming our new summer intern, Michaela Werner. Michaela is going into her senior year at Central Michigan University and is majoring in accounting. She will be working primarily in our Lansing office but will also be joining many of our virtual client meetings and learning the […]
Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_80_Part_2.mp3Podcast: Play in new window | DownloadPart Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for Part One. In Part Two of Ask A Financial Advisor Anything, these questions are answered: Can you set up a retirement fund for a […]
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