Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen
Helping Your College Student Budget
Each summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior
Pension Choices
Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons
How to Budget for Academic Year Faculty and Staff at MSU
Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how
How to Financially Help Adult Children
My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
How Does A Roth IRA Work?
A Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions
Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets