Not every financial advisor is a fiduciary: Why it matters for your money
Wondering “is my financial advisor a fiduciary?” Hiring the wrong professional could cost you significant money and long-term financial security. Who you take financial advice from is completely your prerogative, but we believe that you should be working with a Fiduciary. Linkedin Searching For a Fiduciary Maybe, you already have a financial […]
How to verify a fiduciary advisor
Are the professionals providing you financial advice acting as a fiduciary? Here’s how to verify a fiduciary advisor. Linkedin When you need critical health, legal, or tax advice, you probably seek the services of an expert. You assume this “expert” will give advice that is intended to give you the very best outcomes specific to […]
How to recognize the need to provide care for a loved one
It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically, mentally, or both. You may not want to overstep or force yourself into a situation, but avoiding this issue could put your loved one or someone else in harm’s way. Linkedin It is […]
Retirement accounts are bad retirement plans
Retirement accounts are not actual retirement “plans.” You may be confused about your financial future because you don’t have a plan. Read to find out. Linkedin What if I told you that you don’t have a retirement plan or that your retirement plan is likely inadequate? Would you be surprised or confused? Retirement accounts are […]
Financial Planning – Let’s make sure you’re okay
Do you feel confident that your income, savings, and investments in the stock market will sustain you to the end? Read this blog to make sure you’re okay. Here at S.E.E.D., we’re commonly approached by people just like you – people who care about their financial position and want to make sure they are headed in the […]
Estate Planning Explained
Tune in to these four podcast episodes from the award-winning Ditch the Suits Podcast, where S.E.E.D.’s own Travis Maus and Steve Campbell are joined by special guest, Jess Blake, Senior Wealth Manager at S.E.E.D. to discuss the critical importance of estate planning and the common mistakes people make in this area. The Unleashed Fiduciary […]
Using Gifting Limits as a Financial Planning and Tax Tool
Gifting can be a powerful financial planning strategy, allowing individuals to transfer wealth, reduce taxable estates, and help loved ones financially. Understanding the annual gifting limits, the tax implications, and the required documentation is essential for making the most of this strategy. 2025 Gifting Limits Overview For 2025, the annual gift tax exclusion is set […]
Be better with your money in 2025
As we embark on a New Year, this is the time we all begin to take stock of where we are, and we think about ways to improve our overall lives and well-being. What can we do this year that we may not have gotten around to last year? How can we be better? Outside […]
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money and you are their target. Linkedin Have you ever wondered why it seems […]
Beware the Risks of Crypto
Article by: Brad Eaton Vice President, Investment Services With the prices of Bitcoin and many other cryptocurrencies at or near their all-time highs, ownership rates have also risen to record levels. Recent studies by Security.org have indicated that approximately 40% of American adults now own crypto, with many more considering purchases over the coming year. […]
Personal Finance: Five Things to be Thankful For
Article by: Brad Eaton Vice President, Investment Services linkedin With Thanksgiving rapidly approaching, it’s important to take a time-out from all the negative news that we’re each bombarded with on a daily basis. Why? Because despite what may be portrayed in the media, there really is a lot to be thankful for. Family…friends…good […]
The Top 5 Things to Know About Independent Financial Advisors
If you are considering hiring an independent financial advisor, make sure you understand and are comfortable with the level of their independence.