Scott Richardson

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Women and Retirement: 6 Challenges Women Need to Plan for Financially Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. http://spr.ly/618201WFy

This checklist can help you get ready financially so you can focus on baby smiles.

How to Financially Prepare for a Baby in 9 Months You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.

Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.

Markets Retreat on Consumer Concerns Tension between signs of slowing growth and inflation could make the Fed’s job more difficult.

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.

9 Types of Retirement Accounts You Should Know When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.

Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the Fed.

Slowing Growth, Tariffs and Inflation Weigh on Stocks Inflation, talk of tariffs and signs of slowing growth weighed on Wall Street. Where does the latest data leave the Fed?

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year

Chief Investment Officer Brent Schutte discusses what the latest inflation data and retail sales report means for the Fed.

Inflation Data Bolsters Case for Fed’s Wait-and-See Approach Fed Chair Powell said the Fed can be patient as it waits out inflation, but would a slowdown in the economy force the Fed’s hand?

Taking the time to discuss what you both want can help ensure you’re on the same page.

The Conversations Couples Should Have Before Retirement You deserve to enjoy the retirement of your dreams with your significant other. Here are five discussions you should have to make sure you’re on the same page about how to make that happen.

Chief Investment Officer Brent Schutte discusses signs of more balanced economic growth and why inflation is still a concern.

Economy Shows Signs of Broadening, but Inflation Pressures Remain a Concern Last week brought more signs the economy is regaining some balance. But will inflation be a headwind?