Posts by Marc Knauss

Opinion: It's possible to maintain long-term financial goals while navigating a job transition
CWM News
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
2020 has been a tumultuous year for many people, but more so if you have lost your job. While it may feel impossib...
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Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
Pre-Retirement and Retirement
Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
The recent stock market sell-off and legislation like the SECURE (Setting Every Community Up for Retirement) Act an...
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SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Pre-Retirement and Retirement
SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...
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ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
Estate Planning and Wealth Transfer
ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
When we think about what living richly means to us, it often conjures images of saving for retirement, financing t...
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Stewardship
Goals & Planning
Stewardship
“You make the right decision for the long run. You manage for the long run, and you continue to move to higher valu...
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You're On Your Own
Pre-Retirement and Retirement
You're On Your Own
Here’s a thought to keep you up at night: you probably have to save more than you think.
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A Wealth of Legacy
Estate Planning and Wealth Transfer
A Wealth of Legacy
Intrinsic in all people around the world is a desire to provide a better life for the ones we love, and to build ot...
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Emotions Can Wreak Havoc on Your Financial Success
Goals & Planning
Emotions Can Wreak Havoc on Your Financial Success
Our goals are not to keep up with the Joneses or to find the perfect investment; our goals are to live a life that...
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