In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make
In many cases, creating a budget is the easy part, however using the budget can be more challenging.
To begin your budget, make sure it includes these three
Many people want to save more money but are in reality living paycheck to paycheck. And, many times they are not sure where their money goes. An essential
Why Investors Need Perspective on the Soft Landing Debate
January 10, 2024
Kyle Upp | Wealth Advisor
Stock and bond markets struggled during the first
Have you made your New Year’s Resolution? Consider the steps needed to work toward your goal.
- Clearly define the goal (with the results in mind)
- Establish
Are you considering a New Year’s Resolution? Here are some ideas to start your year.
- Creating a budget
- Exploring areas where you can spend less and
If you have not withdrawn the amount necessary to meet the annual Required Minimum Distribution (RMD) from your retirement account, there’s still time. The
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The stock market has been supported by a healthier-than-expected economy this year, generating returns that have helped many portfolios to partially |
A required minimum distribution, or RMD, is the amount of money that must be withdrawn annually from an employer-sponsored retirement plan, Traditional IRA, SEP
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There's a common saying among investors that markets take the stairs up and the elevator down. This is because the long-term trends that drive markets |
We are excited to announce the addition of Kyle Upp to the Flatwater Wealth team! Kyle graduated from the University of Nebraska-Lincoln with a degree in
