May 31, 2021
Closed phone lines today, however, we're still here to give you great info! This afternoon, Alex and Brian come together to talk about the inevitable. Death. It's important and necessary that you take the time to cross your T's and dot your I's BEFORE an unexpected death occurs. The duo shares their personal...
May 28, 2021
Nic takes a look inside of the proposed spending plan from Biden and breaks down where the $4 Trillion will be spent. After looking at some of the broken down costs, it has us scratching our heads a bit. While these issues are worth addressing, can they be categorized as infrastructure? Let us know what you think...
May 27, 2021
Our Client Services Manager here at Tree City Advisors sits down with Nic to answer frequently asked questions! How can I retire early? Should I open a traditional IRA or a Roth IRA? Those questions answered and more.
Nic Daniels, Financial Advisor
Sarah Carrico, Client Services Manager
May 26, 2021
We are joined by Karene Alton, one of our favorite real estate experts here in the Treasure Valley of Idaho. We're all well aware that housing markets are exploding across the nation, making it a playground for home owners looking to sell. What about those of us that are wanting to buy? This show gives a deeper insight...
May 25, 2021
Today's topic are Target Date Funds! These aren't inherently bad nor good, but rather tools that can be to your advantage if used correctly. Here are things you should know about target date funds before you make a decision.
Nic Daniels, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor