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MORE STIMULUS CHECKS ARE COMING FOR SOUTH DAKOTANS. HERE’S WHAT YOU NEED TO KNOW.

Nearly a year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a second stimulus package as part of the larger National Defense Authorization Act. Eligible individuals and families will receive stimulus checks up to $600 per

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LETTER OF INSTRUCTION FOR ESTATE PLANNING + FREE TEMPLATES

First – The Free Downloads! Letter of Instruction for Estate Planning.docx (Free Word Doc – Editable) Executor Checklist (Free PDF) What Is a Letter of Instruction? Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes

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3 Financial Mistakes You Want To Rectify Before The New Year

The year 2020 has tested us from every aspect. Be it the financial sector, health sector, or our survival strategy; the COVID-19 has assessed us in every way. The pandemic has forced us to rethink our lifestyle. With millions of job losses and death toll, we have surrendered before the corona pandemic in 2020. But there is

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What Should I Do With My USAA Investment Accounts?

Who is USAA? Founded in 1922, USAA serves military members and their families. They provide insurance, banking, investments and retirement products to more than 13 million members.  Who is Charles Schwab? Founded in 1973, Charles Schwab is a financial services company focused on investment management.  Is Schwab buying USAA? No. USAA sold their investment businesses so they could focus

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