You’re five years from your anticipated retirement date, and things are looking pretty good. You can look back over a satisfying career, and you have plenty of retirement plans to look forward to. From travel to more time for hobbies, you’re expecting to have a lot of...
In the News
Financial Planning for Aging Parents: 3 Helpful Steps You Can Take
It’s fun to talk with family about holiday traditions or summer plans. It’s fun to talk about how fast the kids are growing. However, discussions around financial planning may not fall into the same category. These conversations are often pushed off until a medical...
3 Values That Distinguish the Lawson Kroeker Approach
When you seek out investment guidance, you want to know that you’re not just a set of numbers. You want a personalized experience that comes from an advisor who shares your values. At Lawson Kroeker, you’ll quickly see that our advisors aren’t the “typical Wall...
Beyond the Books: 3 Things Tom Sudyka Has Learned About Investment Management From Senior Leaders
An investment advisor can attend conferences, learn about theories of investment management from books, or complete in-depth certification programs, such as the Chartered Financial Analyst (CFA®). But there’s a different side of knowledge when it comes to...
Do You Know the 3 Types of Market Downturns?
As 2019 unfolds, there are many eyes on the market; many of them are wondering whether the low point experienced at the end of 2018 will prove to be a bottom or a precursor to more hard times to come. Regardless of what you read in the headlines, history shows that...
Financial Planning for the Nearly-Empty Nesters
Three Financial Planning Tips for the Empty Nest Years A change in the “nest” situation at home naturally brings thoughts and questions about changes in your financial situation. As you reach this milestone of empty nesting (or near it), take a moment to consider what...