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Blog

Image of a sailboat sailing on a lake, with cloudy weather above.
Glen Zaugg | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Avantax Market Update
Glen Zaugg | May 3, 2024

Avantax Market Update – May 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Glen Zaugg | May 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
Older couple embracing on a boat overlooking a body of water
Glen Zaugg | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Avantax Market Update
Glen Zaugg | Apr 5, 2024

Avantax Market Update – April 2024

Finance
Investments
Education
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Glen Zaugg | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Glen Zaugg | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Avantax Market Update
Glen Zaugg | Mar 11, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More
Avantax Market Update
Glen Zaugg | Mar 8, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More
Avantax Market Update
Glen Zaugg | Mar 6, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More
A brain surrounded by circles representing brain waves
Glen Zaugg | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

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 the

Read More
Avantax Market Update
Glen Zaugg | Feb 5, 2024

Avantax Market Update – February 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps January and discusses the Federal Reserve, economy
Read More

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