Timely Topics

 

October 11, 2024 Medicare Event Recap

Understanding Medicare in 2025: Key Changes and What You Need to Know As the Annual Enrollment Period (AEP) for Medicare approaches, it’s crucial to be informed about the latest changes to make the best healthcare decisions. This year’s Medicare...

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Strategist Spotlight - Zach Ripka

Meet Zach Ripka, CPA, CEPA, CFP®, CDFA® With 10 years of experience in the finance sector, Zach combines his background in accounting with his...

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Advisor Spotlight - Todd Henningsen

Meet Todd Henningsen, CFA, CFP® With 15 years of experience in the investment and financial industry, Todd's journey began right out of college as a...

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Event Highlights: Navigating the 2024 Economic Landscape

On July 10th, Gilbert & Cook hosted an insightful evening at The Monroe, to delve into the Market Update & 2024 Economic Outlook; with a special...

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Medicare: Understanding the Basics and Making Informed Choices

A summarized recap from our June 6th Medicare Event presented by Capitol Benefits Group. Navigating the world of Medicare can be overwhelming, but...

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June means it's time for your Mid-Year Financial Checklist

What should you be looking at in June? A mid-year financial check-in is a crucial practice for maintaining and improving one’s financial health....

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March Madness Lessons

Going into March Madness and selecting your bracket, there’s a few things to think about. We all need a “Coach” Great coaches excel in providing...

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Date Night 2.0

Valentine's Day can prompt the importance of diversification, both in matters of love and finance. Whether partnered or single, engaging in a...

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Preparing for Year End

As the end of the 2023 approaches, we want to be reminded of last-minute items we need to finalize and the goals we want to complete. Here are some...

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Medicare Open Enrollment

Healthcare needs are an important part of any financial plan. Choosing a plan that best suits your health, lifestyle and budget can have a...

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