by Kelly Petersen | Jul 9, 2025 | Financial Insight
We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...
by Kelly Petersen | Jul 2, 2025 | Nold Bryant Updates
We’re excited to share that Zach Dudley has joined Nold Bryant as a Paraplanner. Zach will be assisting with planning updates and day-to-day support. With his background in education and service, we’re confident Zach will bring immediate value to all of you and thrive...
by Kelly Petersen | Jun 20, 2025 | Financial Insight
Most people understand they need an estate plan, yet only 53% of survey respondents have one.1 If we know how necessary estate planning is, then why have we procrastinated for so long? We’ve heard it all over the years… “I don’t have kids, why do I need an estate...
by Kelly Petersen | Jun 2, 2025 | Financial Insight
In his 1734 poem “An Essay on Man”, Alexander Pope coined the phrase “Hope springs eternal in the human breast,” which, over the centuries, has been whittled down to the now popular idiom “Hope springs eternal.” The phrase suggests that...
by Kelly Petersen | May 23, 2025 | Financial Insight
For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...
