Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Dodge truck launching a small fishing boat

Midwest Mike: The Business Owner Who Said ‘No’ to Private Equity

Financial Plan Life Coaching

A Midwest manufacturer was tempted by private equity. Then a 10-question quiz revealed.... Read more

Judge's gavel on Living Trust and Estate Planning Documents

Is It Time To Review Your Beneficiary Designations?

Estate Planning

Relationships change over the years, and you may have forgotten to review your.... Read more

A name tag and two couples, one getting married the other divorced

Name Change Checklist: Confirming Your Identity After Marriage or Divorce

Estate Planning

Recently married or divorced? Here's a comprehensive checklist to help you remember all.... Read more

Women at a book club discussing Freakonomics

Lessons From “Freakonomics” by Steven Levitt and Stephen Dubner

Book Club

Read insights discussed from ““Freakonomics” by Steven Levitt and Stephen Dubner during the.... Read more

Couple in their mid-fifties meeting with their financial advisors

Do I Need More Than One Advisor?

Estate Planning Financial Plan Insurance Investment Taxes

Discover the 5 types of advisors wealthy Americans rely on and learn how.... Read more

Three panels showing a safari, a island resort, and cruise ship

How to Plan a $25,000 Dream Vacation

Financial Plan Life Coaching Retirement Spending Travel

If you had a $25,000 budget to spend on a trip, where would.... Read more

Mom standing in the doorway to her son's room while he plays video games

Grandpa Moneybags: When Kids Feel Entitled

Family Finances Life Coaching

Teaching teens financial responsibility means letting them experience real consequences. When one mom.... Read more

Q1 2026 Hurlow Investment Management Report

Quarterly Investment Report Q1 2026

Investment

A review of the 1st quarter 2026 global market returns.... Read more

Elderly woman in a wheelchair smiling with a caretaker

You Are Not A Burden: Plan for Long Term Care

Elder Care Insurance

Learn how to plan for long-term care with LTC insurance, hybrid policies, self-insuring,.... Read more

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Missing Your 401(k) Match? Check Your Statement Today

Investment Retirement

Don't leave free money on the table! Learn the most common matching formulas,.... Read more

Couple sitting on a couch meeting with their financial planner

How Do I Take Distributions in Retirement

Retirement

If you're among the millions preparing to leave the workforce, you've likely spent.... Read more

Elderly woman with her daughter sitting outside

When Should Adult Children Step In And Help Their Parents?

Elder Care Financial Plan Retirement

When Betty drove through a flower shop window at 79, her children knew.... Read more