Around the Horn

Of all the things we've learned in 2020 - one of the most important lessons was that anything can happen at any given time.  We're never prepared to the best of our ability and there definitely are things that are out of our control.  With the new year approaching, it's a great time to plan on things we are able to control and make the efforts to put them in motion.  

There's an app for almost anything these days.  You can come across apps that do literally anything now and makes it tough to know what's good and what's not.  

Today we talk about a free app that's out there which is easy to use and has a lot of different capabilities.  

But we all know, there's many more very similar out there.  Which one is your favorite to use when it comes to budgeting and figuring out your finances?

"Six to one, half dozen to the other"

Who thinks credit cards are awesome?  Who thinks they're terrible?  Depending on who you ask, you're going to hear some different opinions.  Some very strongly suggest that they are evil and never be used, while if used properly, can provide some nice rewards to your spending you already do on a monthly basis.  

Check it out - a non biased, general talk about credit card use, just in time for the holiday shopping season!

Thanksgiving is just a couple of days away.  Even with all that has gone on this year, there is always something to be thankful for.  Today, we focus on just that.  

Happy Thanksgiving to you & yours!

During a year like 2020, one of the most over looked thing with small businesses is their marketing.  In fact, the majority would probably tell you one of the first cuts they make for their business is the marketing dollars.  

In this episode of Around the Horn, Kurt gives you four steps that can help you create a successful marketing plan.  

Medicare season is in full swing!  When you have questions about Medicare - Dan has your answers.  

In this shortened episode of Around the Horn, it is directed at our man with the plans - Dan Teiken.  He is well versed in the Medicare scene and is ready to serve you.  

Oh, election day.  It is here! 

But in this edition we're not talking about the general election.  We're talking about your election...period.  Confused?  Take a listen.  We have some reminders for you!

No opinions.  No "fake news".  Just some general talk about the election already here next week and if/how it can have an impact on your future finances.  

People think we only focus on the far away future when it comes to savings.  That's not the case.  We take many scenarios and fit them into your strategy of how you want to invest and the timeline to do so.  

One of those is something way over looked - holiday spending.  Here is another simple strategy (we like to keep everything simple here!) to help you produce some funds for your holiday shopping at the end of the year.

Extending on the conversation from last week, focus this week is on the UTMA (Uniform Transfer to Minors Act) account.  With anything there are pros and cons and we talk about some of those in this edition of Around the Horn.