During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
Published by Andrew Rogers Financial Advisors around the country are talking about the massive transfer of wealth that is going to take place over the next 30 years, with an estimated $30 trillion transferring from Baby Boomers to Generation X to Millennials.
Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.”