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
Prediction Season!
It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
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.
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
When should you refinance your mortgage?
When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save
7 Reasons to Consider a Health Savings Account
Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save
Four Tips for Saving When Interest Rates are Low
Do you have money in savings that could be working better for you somewhere else? Interest rates are low right
Improving Your Relationship With Money
How would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be,