All Posts Tagged: wealth management

8 steps to help a ‘retirement career’ transition

Dale Niemi
Posted by Dale Niemi
Retirement & Investing
Woman watering plants in a large greenhouse.

In working with numerous clients through this transition, I have recognized themes among those who have been successful.

Read More ›

Angel investing: 5 factors to consider

Kristin Nelson
Wealth Management Strategy
Young male and female entrepreneurs in an airy office looking out a long window.

Angel investing presents a unique opportunity to invest in sectors and ideas that excite your imagination.

Read More ›

Ask an Advisor: Roth or traditional IRA?

Jeff Hoffmann
Private Client Services
Middle-aged couple sitting with a financial advisor; woman is pointing to something on the open laptop.

If you’re contemplating which IRA is best for you, you’re already ahead of the game.

Read More ›

The new retirement: Your grandparents wouldn’t recognize it

Dale Niemi
Posted by Dale Niemi
Retirement & Investing
Older man assembling large lens his camera, with a beautiful waterfront marina scene in the background.

Many of today’s retirees aren’t settling for anything, unless you consider “unretirement,” “rewirement,” and second-act careers settling.

Read More ›