by Ralph Bender, MBA, CFP® | Case Studies
Mandi works as a pre-op nurse, getting a steady stream of patients cleaned, shaved, and, most importantly, mentally prepared for the procedures that their doctors prescribe. Husband Mike teaches math and history at their kids’ private school and enjoys his additional...
by Ralph Bender, MBA, CFP® | Featured – Blog, Taxes
Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL began mailing the 1099-R (for retirement) on January 17. The forms for taxable, non-retirement accounts are more complex to...
by Ralph Bender, MBA, CFP® | Case Studies
Nancy’s husband died a few years ago, and her kids asked her to move closer. So, she sold her home in Idaho and purchased a home in Arizona. Although she loved being closer to the kids, she missed her neighbors and old community. Summers in Arizona can be brutal,...
by Ralph Bender, MBA, CFP® | Recent Posts
Financial Planning and Portfolio Recommendation At Enduring Wealth Advisors®, the first step of the financial planning process is getting to know you, your current situation, and your long-run goals. Our job is to listen, contemplate, strategize, and provide...
by Ralph Bender, MBA, CFP® | Videos
The screams of pain and anguish come every few minutes. Breathe. Focus on the breathing. Fully effaced and dilated 10 centimeters. Time to push. Another scream of pain and anguish. The head is out. One more push and we have a new baby. It’s the baby’s turn to scream....
