Broker Check


Thursday, September 1, 2022

How do you define your savings strategy? I get answers of “when there is extra money,” or “when they clear up some other things.” Why is saving money any more complicated than the obligation of making our mortgage payment?

Wednesday, August 10, 2022

Welcome to August. Over the last few months, we have been reminded of a couple of economic terms….and generally, they have a big impact on our pocketbook. Inflation and Recession. Let’s break it down:

Friday, July 1, 2022

We are past the halfway point in the year. Now is a great time to evaluate and take stock on the first half and plan for the 2nd half.

Friday, June 3, 2022

Estate planning starts with “The Conversation”. Where do you start? Here are some steps to help you have that difficult conversation with your parents.

Monday, May 2, 2022

A new and exciting chapter is about to begin for many 17- and 18-year-olds. College. A new chapter of understanding for empty nesters is about to begin. Planning for retirement. Here are a few tips:

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Monday, April 4, 2022

If you have every heard yourself saying “Don’t pull all your eggs in 1 basket.”, I challenge you to ask what  your objective is. At various  times in life, we all need a partner. Let us know if a partnership with RFC is right for you!

Tuesday, March 1, 2022

Every day over 10,000 seniors in America cross into the crazy world of Medicare qualification. That means that over 300,000 men and women will qualify for a version of health insurance that looks a little different.

Tuesday, February 8, 2022

Monday, January 3, 2022

Thursday, December 16, 2021

Merry Christmas and Blessings to all from the team at Rundahl Financial Consultants.

Monday, December 6, 2021

Thursday, November 25, 2021

There is an old saying that “the grass is always greener on the other side.” However, is this true? During this time of year we are to take a moment to recognize the things that we are thankful for. Sometimes, I believe...

Wednesday, November 3, 2021

I have found that I base a lot of my blogs and articles on conversations that I have had with clients and prospects over the years. Quite honestly, this doesn’t surprise me. Grandparents revel over their grandchildren, mothers...

Wednesday, October 6, 2021

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Friday, September 10, 2021

With Grandparent’s Day approaching, we take this time to reflect on those that have come before us, those that have helped shape us, and those that been there for us when we needed them most. Grandparents. As with many holidays,...

Tuesday, September 7, 2021

Will They Know What to do When You’re Gone? The last few years, and the reality of fatherhood, has brought me to give more thought to the legacy that I leave behind. Let us help with your plan.

Tuesday, August 31, 2021

INVESTMENTREAD TIME: 2 MIN Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all...

Thursday, August 5, 2021

Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price...

Thursday, July 1, 2021

Considering College? Recently, I had a meeting with a young couple in their 30s. The discussion started with a question, “Should they be saving money for college for their 2 children?” This is an incredibly good question. I...

Tuesday, June 1, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...

Saturday, May 1, 2021

Social Security…to file or not to file? That is the question. Recently, I met with clients that were nearing retirement to review their retirement income plan. We discussed their investments, their continued savings planning, and...

Friday, April 2, 2021

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...

Monday, March 1, 2021

Is a ROTH IRA for me? As a financial advisor for over 16 years, there are many questions that I get from clients about retirement, about saving, and about insurance. One of the most common questions that I receive pertains to whether a...