Rath, Walling & Associates

08/12/2021

Getting more conservative with your investment portfolio can help reduce risk—but might also make it harder for your money to grow. Let’s talk about ways to grow your money while adding a level of protection against loss.

08/10/2021

After years of saving for retirement, are you ready to start spending? We can help you determine the right balance for your goals.

It can be difficult to switch from a saving mindset to a spending one when you retire. Here's how financial experts recommend preparing for post-work years.

08/05/2021

Password managers, credit freezes and other tips for protecting yourself online – shared by a former hacker.

Here's how a former cybercriminal protects his own personal data

08/03/2021

An estate plan can give you reassurance that your assets will be distributed according to your wishes — and a will and trust are two important components of that. We can collaborate with you and your estate attorney.

Review these frequently asked questions, advantages, and concerns regarding wills and trusts.

07/30/2021

Some of our most challenging financial endeavors — starting a business, saving for a child’s education, purchasing a home —are most rewarding when we work toward them over time.

07/28/2021

There are financial implications when buying a personal or investment home in a tight market. Ask yourself these four key questions.

Feel prepared when purchasing a personal or investment home.

07/27/2021

The majority of Americans plan to save their advanced child tax credits rather than spend it. Do you have a plan for your credits?

A majority of Americans plan on tucking their advanced child tax credits away into savings as opposed to simply spending it.

07/26/2021

Good money management includes risk management. Let’s see where you need protection.

07/11/2021

Classic rock in the park on a beautiful summer evening. Doesn’t get any better than that! Come out tonight and support Bressler-Fest and Reinvented Wheels.

It’s a great day to celebrate….much needed rain, summertime, our historic park, tacos….. End your weekend with a celebration in the park. Music is 5:00-7:00. What are you celebrating today?

07/09/2021

If giving is a priority for you, consider the potential charitable and tax benefits of a QCD.

What is a qualified charitable distribution? And is it right for you? Learn about the benefits and requirements of a qualified charitable distribution.