Financial Roots
Stay up to date with our latest insights and commentary
How to Transition your Finances After you Retire
Navigating what your finances will look like in retirement can be overwhelming. If you’ve wondered if you’ll outlive your money, watch this video to see how we can help:When approaching retirement, a common fear among many people is outliving their money. One way we...
Are You Prepared to Age at Home?
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs.When you think about getting older do you imagine...
Turning the Sale of Your Business to a Successful Retirement
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of...
Meet Skyler
Skyler’s Journey to Becoming a Third-Generation Financial AdvisorMichael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
SECURE Act 2.0
Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of: The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years. We can’t...
Have the Talk Before It’s Too Late
Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...
Keep Politics Out of Your Portfolio
The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success....
Social Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society - both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how...
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against...
Why Do We Worry About Money?
It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood...
Trust Basics
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...
Balancing a Retirement Portfolio with Asset Allocation
The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return....