In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although designed as a tool…
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Your Million-Dollar Listing Just Closed—Now What?
You refresh your inbox, and there it is—the email from the closer letting you know your most recent million-dollar listing has closed! It has been a long haul finding the perfect home for your clients…
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The In’s and Out’s of Required Minimum Distributions
Required Minimum Distributions, commonly referred to as “RMD’s” for short, are a fact of life for the typical American retiree. As the country slowly transitioned from retirement benefits consisting of guaranteed payments by pension plans…
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Media Highlight: A Spokane Expert Shares His Tips to Save More Money in 2021
Krem2 interviewed financial planner C. Eric Christiansen, CFP® to discuss best money moves for the new year. You can also see the story on Krem2’s website here.
Media Highlight: Market Volatility Presents Opportunity for Investors
The Journal of Business interviewed one of our Quantum planners for this discussion of market behavior in April 2020. Click the link below to view the full article on the Journal of Business website: https://www.spokanejournal.com/local-news/market-volatility-presents-opportunity-for-investors/