Blog

My wife, Taylor and I have four kids under the age of eight. Our house is a mix of chaos, laughter, tears, and joy—often all at once. I wouldn’t trade it for the world. If you were to stop by on any given day, you’d likely see a lot of...

Those of us with a little gray in our hair likely remember the fun “I’m Just a Bill” song and the Saturday morning cartoon character from the Schoolhouse Rock! series. It is, indeed, a long way through Capitol Hill! I recently...

Introducing Investing Basics

Tayler Tjaden

Thursday, April 10, 2025

Regardless of position in your financial journey, it can be helpful to get a refresher, or learn a little more on some of the basics of investing. We all know that investing is important in order to reach goals later in life....

I recently returned from the annual NAPA DC Fly-in Forum*. This was my sixth year participating in this conference with ~200 retirement plan advisors from around the country. The first day was focused on policy and legislative topics....

The retirement planning journey may at times feel like navigating a maze. Did you know Congress has been working to improve the journey? In 2019, the SECURE Act was signed into law and in 2022 SECURE Act 2.0 brought further enhancements to