Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe
What to do with Stimulus Money
Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it.
Cybersecurity: Keeping Your Financial Information Safe
Nick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should
Understanding Required Minimum Distributions
Breaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a
The Steps for Starting a Budget
Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains
The Snowball Strategy for Getting Out of Debt
Is getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s
Life Planning is Financial Planning Done Right
Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams.
December 2020 Market and Economic Update
It’s December and 2020 is drawing to a close. How has the 2020 market been doing? It’s been a year
Learning About Financial Planning with our Intern Joel
Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial
How Well Do You Know Your Financial Advisor?
Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff