Tags financial planning Learning About Financial Planning with our Intern Joel srb December 4, 2020 Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial
Tags financial planning Why We Don’t Recommend Individual Stocks srb December 4, 2020 Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Tags interest rates When should you refinance your mortgage? srb November 23, 2020 When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save
Tags co-pays 7 Reasons to Consider a Health Savings Account srb November 3, 2020 Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save
Tags CDs Four Tips for Saving When Interest Rates are Low srb October 28, 2020 Do you have money in savings that could be working better for you somewhere else? Interest rates are low right
Tags brokerage Types of Financial Planning Companies srb October 12, 2020 This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
Tags employer match Getting Started in Your Employer’s Retirement Plan srb October 7, 2020 Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array
Tags finance Welcome to the Kitchen Table Finance Podcast srb September 1, 2020 Welcome to The Kitchen Table Finance podcast. Join Dave Shotwell and Nick Nauta as they cut through the complexity of