Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Why should your advisor be an Accredited Investment Fiduciary® (AIF®) ?
Kristen Crouthamel, Financial Advisor at GCSB Investment Center, holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
The AIF® designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® designation. For more information on the benefits of choosing an AIF® designated Advisor, click here.
“We are extremely proud of Kristen’s latest achievement,” said Mike Underwood, chief executive officer and president, Guthrie County State Bank. “She has continued to advance her skills so that our clients can carefully plan their financial futures whether that is retirement forecasting, investments, group benefit and retirement plans or individual health insurance and Medicare supplements.”