Client Resources

March 2021

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What to Know Before Getting into Real Estate

March 15, 2021

Are you thinking about using real estate as a part of your retirement strategy?

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

Small Business with Dean Diehl (Part 2)

March 12, 2021

There are two phases of life: the first is when you work for money,

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

Small Business with Dean Diehl (Part 1)

March 11, 2021

There are two phases of life: the first is when you work for money,

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

Choosing an Investment Mix

March 10, 2021

It’s important to understand what your financial goals are before you choose an investment

Graphic: Is it Worth Investing

Is It Worth Investing in a 401(k)?

March 9, 2021

The 401(k) is a popular plan for retirement savings for a lot of good

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

What’s Missing with Electric Cars?

March 8, 2021

With car companies saying they’re going all electric, it begs the question: Would you

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

Retirement Isn’t All About Money

March 5, 2021

Money seems to be the focus of retirement, but there are so many things

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Warren Buffett’s Annual Letter

March 4, 2021

Every year Warren Buffett writes a letter on the American economy, and many investors

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Is the S&P 500 Enough?

March 3, 2021

For decades investors have seen the S&P 500 as a one-stop-shop for investing. With

Publicly Traded Companies: More on the Way?

March 2, 2021

In the last 20 years, the number of publicly traded companies was cut in

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Tax Efficiency vs. Returns

March 1, 2021

Taxes can really hurt your investments when you don’t have the right plan in

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