Posts by webteam

Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Nate got the chance to interview Tyshawn Taylor and found parallels between what it takes to succeed on the court and in retirement.

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns.

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there!

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint.

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.

Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way.

Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously.

Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund.

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments.