Nate Eads, CFP®

A Holiday Classic; Finance Version

Nate shares 20 lessons learned from 20 years of financial planning and investing.

A $22,000,000 Problem!  How the new tax law may change your estate plan.

Nate pens another holiday financial poem: T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head…

Clients often ask for advice on helping their children get on the path to financial success.  The following are some financial tips to get your children on the path whether they are age 3 or 23.

Tax diversification is an important consideration for those saving for retirement.  With proper planning, Roth IRAs may be able to provide you with future tax-free income.

Patience finally pays off for long-suffering Cubs fans.  What did we learn from this team and how can these lessons help with investing?

As clients start nearing retirement they often ask us if there are certain things they need to address that they may not have considered. While everyone’s situation is unique, I’ve come up with a few “retiree mistakes” that seem to be more prevalent than most.

“I’ll be working until the day I die”.  Could this be Carnac the Magnificent’s answer to the question of “Will investors ever have enough money to retire?”

March is the time of year that stirs images of the earth turning green, flowers blooming, and soon enjoying all that summer has to offer.  March also means spring break.  While I eagerly look forward to warmer days, spring break growing up in my family was about our annual trip to Colorado to go skiing!  Downhill skiing is one of the activities I enjoy most so I was thrilled to h