November 6, 2019
What Should Financial Advice Look Like?
Hiring a financial planner or financial advisor to assist you with investing for retirement is common. But, when asked what your advisor or planner does for you, what is your answer? We typically hear from folks that their advisor invests […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
August 2, 2017
The Importance of a Good Financial Partner
What do marriage, death, divorce, moving, major illnesses, job loss, buying and selling a home, and having a baby all have in common? It probably gave you a little anxiety just reading that list. These are among life’s most stressful […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
Wow! Those letters after your financial advisor’s name look important don’t they? Any idea what your advisor went through to obtain them? Well, we can tell you because we’ve been through it… Ever see the CFP® marks after someone’s name? […]
‘Lenity means kindness and gentleness’ Published: Tuesday, March 14, 2017 7:30 a.m. CDT By BRENDA SCHORY – bschory@shawmedia.com GENEVA – For financial advisers Mark and Lisa Bova, it is not just about the money, but also about inspiring clients to find a […]
January 30, 2017
“Legacy” is More
This simple word, legacy, often sets us off to thinking about the end. In other words, death. The problem with that is–who really wants to think about death when there’s so much life (we hope anyway) to live? Usually, the […]
