How Should I Invest My Roth IRA in 2021?
Why Roth IRAs should be 100% stocks
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
62, 70 or Somewhere In Between? When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
Should I Consolidate My Investment Accounts?
Consolidating investment accounts makes financial planning simple and efficient. Learn why rolling your 401k into an IRA will make tax and estate planning easier. Find out why you only need one financial advisor in your life.
GameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification. Most important - get advice from an independent, fee-only financial advisor.
How To Do a Weekly Financial Review + Free Template
Learn how to save time in your financial life by focusing on what's important. This weekly financial review will take ten minutes and align your finances with your great life. Includes a free net worth template to use in your budgeting process.
MORE STIMULUS CHECKS ARE COMING FOR SOUTH DAKOTANS. HERE'S WHAT YOU NEED TO KNOW.
Many South Dakotans will be receiving second stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.
1% For the Planet + Birch Investments
Birch Investment Management, a South Dakota Fee-Only Financial Advisor, has partnered with 1% for the Planet to support nonprofit organizations focused on the environment.
5 STEPS TO DETERMINE YOUR RISK TOLERANCE
How much uncertainty you can live with? Use our free risk tolerance tool to find out. Then contact a South Dakota financial planner to determine your investment objective.
LETTER OF INSTRUCTION FOR ESTATE PLANNING + FREE TEMPLATES
A letter of instruction is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent for South Dakota residents.