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Outcomes, Not Outperformance
Each and every day all of us of drink from a fire house of information from financial journalism, most of which centers around selection and timing of investments. "Big correction coming," New hot stocks in AI to buy now," "Overseas...
Read MoreYour NRECA 401k Options Explained In Plain English
Today I want to discuss, what I feel, is the single most important benefit the co-op offers you. And that is your NRECA 401k plan. It’s important because it can be an effective way to save for retirement over time, though results may vary.
Read MoreWhen Markets Face War
When Markets Face WarIt always feels a little strange writing about markets when the headlines are dominated by conflict.People are being harmed. Families are living through real fear and uncertainty. And at the same time, markets...
Read More2026 Tax Brackets, Standard Deductions And Other Changes
The IRS recently published the last of the annual inflation updates for 2026. If you have questions about a particular amount that I do not mention here, you can likely find it in the official IRS announcements:Rev. Proc. 2025-32...
Read MoreThe Importance of Rebalancing Your Portfolio
One of the most underused, overlooked and unappreciated practices in investing is rebalancing your portfolio on a yearly basis. There's an old saying that there's no such thing as a free lunch. Disciplined rebalancing, however, is as...
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What Should You Do If You Inherit An IRA?
If someone you love passes and leaves you as the beneficiary to an Individual Retirement Account (IRA), what should you do? Like the answer to most personal finance questions, it depends.Please consult with a financial planner,...
Read More11 Questions You Should Ask Any Financial Advisor You Interview
Thanks for signing up for our blog! I created this list as an education piece for any electric cooperative employee to use as they interview different financial advisors.My goal isn't that everyone who visits my site or reads my blog...
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