What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a personal tid-bit or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, February 21, 2024

What are QR Codes?QR codes, also known as Quick Response codes, are two-dimensional barcodes that are scannable through asmartphone camera or app. QR codes can hold information like links or files such as a menu at a restaurant or...

Tuesday, February 13, 2024

Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...

Wednesday, January 31, 2024

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their...

Wednesday, January 17, 2024

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.

Thursday, January 11, 2024

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet.

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Wednesday, January 3, 2024

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too.

Tuesday, January 2, 2024

Johlfs Financial Group is now Johlfs Wealth Management!

Monday, December 4, 2023

PAY YOURSELF FIRST Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the...

Friday, November 10, 2023

The Internal Revenue Service today announced the annual inflation adjustments for more than 60 tax provisions for tax year 2024, including the tax rate schedules and other tax changes. Highlights of changes in Revenue Procedure...

Thursday, November 2, 2023

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can...

Monday, October 23, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024.

Thursday, September 14, 2023

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Wednesday, August 23, 2023

5 BIG REASONS TO MAKE LIFE INSURANCE PART OF YOUR FINANCIAL PLAN Should something unexpected happen to you, here are 5 big reasons to make life insurance coverage a key part of your financial plan: 1. Replaces your income so...

Monday, July 24, 2023

Playing the Lotto: What to do When You WIN BigThe odds of winning the lottery are slim to none, but that doesn’t deter millions of Americans from spending, on average, about $70 billion a year on lottery...

Wednesday, July 5, 2023

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process...

Monday, June 26, 2023

The U.S. Department of Education has officially announced that student loan payments will resume in October..

Tuesday, June 20, 2023

Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage.

Wednesday, May 17, 2023

What is compound interest? Simply put, it is a powerful force that allows someone to invest a sum of money today that will grow into a much larger amount. Compound interest is sometimes described as “interest on interest.”...

Tuesday, May 16, 2023

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to...

Thursday, April 27, 2023

Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today.

Thursday, April 20, 2023

By making a plan, sticking to it, and taking advantage of dollar-cost averaging, investors are following a widely used strategy to work toward their investment goals.

Monday, April 10, 2023

Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial health.

Saturday, April 1, 2023

Cameron hopes his dedication to furthering his knowledge can provide our clients with added confidence in their financial lives. 

Wednesday, March 15, 2023

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...

Thursday, March 2, 2023

After you lock in your emergency reserves, mobilizing that additional cash into a vehicle that aligns with your risk tolerance is the key to battling inflation.

Wednesday, February 8, 2023

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account...

Wednesday, February 1, 2023

What is compound interest? Simply put, it is a powerful force that allows someone to invest a sum of money today that will grow into a much larger amount. Compound interest is sometimes described as “interest on interest.”...

Wednesday, January 25, 2023

YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care.

Monday, January 9, 2023

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts in 2023.

Thursday, October 20, 2022

Expedition provides an investment vehicle for Coloradans to support the business, people, and community in which they live. Our goal is to provide a unique and meaningful way for clients to participate in the capital markets at a local leve

Monday, October 3, 2022

Cybercriminals continue to evolve and find new tactics for their scams, but there are still ways to spot certain scams and cyber-attacks before it’s too late. Educate yourself about avoiding these attacks to stay one step ahead.

Friday, September 9, 2022

9 Steps to 401(k) SuccessThe 401(k) plan is becoming one of the largest sources of retirement savings for many American workers.

Monday, July 25, 2022

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...

Monday, June 27, 2022

The Fed is looking for a Goldilocks moment when its monetary policy is “just right” to create a soft landing for the economy.

Monday, May 16, 2022

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range.When inflation is running hot, you can feel its...

Thursday, March 24, 2022

Tuesday, March 15, 2022

A volatile market can push the most experienced investors into making emotional decisions. However, it’s never a good idea to change your investments simply because of day-to-day volatility.

Tuesday, March 1, 2022

It’s natural to be excited about a new opportunity, especially one with as much media buzz as cryptocurrency continues to generate. But before you get started, it's crucial to research and understand the risks. We’re always here to help.

Thursday, January 6, 2022

Are your children prepared to maintain and enhance the family wealth? You’ve tried to prepare your children intellectually and emotionally, but have you taught them financial responsibility? Financial literacy should start early.

Thursday, December 9, 2021

So, you’re about to turn 72 years old.... Happy birthday! This marks the time when required minimum distributions – or RMDs – begin to be withdrawn annually from individual retirement accounts and employer sponsored plans.

Thursday, November 4, 2021

Hello! Having enough money after you retire is a big concern today for Americans. In fact, only roughly one-in-four Americans feel very confident that they will have enough money to live comfortably when they retire, according to a...

Wednesday, February 3, 2021

Ok I know it’s been awhile since I wrote the last blog. I think we were all trying to make sense of what happened in 2020. It seems like the world has changed around us but somehow nothing really changed. For most of us our...

Thursday, July 23, 2020

FILLING THE VOID About 10 years ago I had the desire to get an MBA and advance my business knowledge and skills.

Thursday, May 21, 2020

Why do so many of us resist budgeting? Possibly, it can be intimidating. Or confusing. Maybe both. Really, it doesn’t have to be either of those.

Thursday, April 30, 2020

Lately, we’ve focused on things that we can control, versus things beyond our control. I’d like to share a personal story about a positive benefit of this situation: My lunch routine.