Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, […]
Read More
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during retirement. You may […]
Read More
Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch. They attributed the adjustment to the “expected fiscal deterioration over the next three years, […]
Read More
Wait! What the heck is this? And try to say it three times fast. No way – I don’t think even Icelanders can do that – but it’s part of the trip and there’s a bunch more of those coming up, so get used to it. I’ll go back to the beginning: I think it […]
Read More
Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. One thing to keep in mind about your estate plan is not to set it and forget it. As life continues to change, your estate plan should reflect those changes too.
Read More
As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners while focusing time and effort on the core of the busines
Read More
My name is Bailey Felten and I am the Creator and Owner of Wonder & Unwind! My education, personal passion and my kiddos were my inspiration to create Wonder & Unwind. My boys were born at 27 weeks and spent their first 10 weeks fighting in the NICU. Suddenly, my personal life integrated with my […]
Read More
Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.
Read More
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks have […]
Read More
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve, or you’ve realized your previous investments may not be working as well as anticipated to help you reach your financial goals.
Read More
Retirement Planning
Asset Management
Education Planning