June 2021 | The Resource Center

Posted June 28, 2021

Investment Planning VS. Retirement Planning

Investment Planning VS. Retirement Planning What is more important, investment planning or retirement planning? What exactly are the differences?? Both are equally important in different stages [...]

By John Schaeffer

In Ozarks Live

Posted June 11, 2021

My Top Camper Insurance Tip

My Top Camper Insurance Tip The Resource Center can customize your policy with valuable protection, whether you are “docking” or “glamping” in your RV or camper. In this video, I review [...]

By The Resource Center

In Estate Planning, Retirement

Posted June 9, 2021

What to Do When You Inherit a 401(k)

If you’ve recently inherited someone else’s 401(k) or other retirement plan, you may be wondering what your next steps should be. Do you have to take withdrawals or could you just leave the [...]

By Bruce Porter

In Ozarks Live

Posted June 6, 2021

Tips To Help Maximize Your Benefits

You’ve paid into it, It’s your money- Now, let’s find ways to help maximize your benefits! We’re talking about your Social Security benefits on KOLR 10’s Ozarks Live. A few questions come to [...]

By Bruce Porter

In Financial Planning

Posted June 1, 2021

The Top Three Steps to Making an Inheritance Last

Have you recently inherited a sum of money and are unsure of how to save or invest it? Coming into a large or small amount of inheritance money unexpectedly can be very overwhelming – and also [...]