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June 2022 Newsletter



David along with the team is pleased to welcome Stephanie Collier.

Stephanie Collier is the administrative assistant for the company. She is responsible for processing new business, RIA compliance, and maintaining client files. Stephanie has worked in the Financial Industry for over 20 years. Stephanie enjoys spending time outdoors, taking road trips, international travel, cooking, and spending time with her family and friends.



401(k) Mistakes You Have to Avoid

401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy.

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Playing Cards

Think you know the details of that hand you've been dealt?

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Working While Receiving Social Security Benefits

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older said they were retired in Q3 2021, up from about 48% two years earlier, before the pandemic.

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Bacon Ranch Chicken Kabobs

This is the perfect weeknight grilling recipe and for a party! Tender, juicy pieces of chicken with slices of bacon on a skewer! You can’t go wrong with this flavor combo in these chicken bacon kabobs.

Get Cooking!



Advisory services offered through Interwest Investment Advisors, Inc. Insurance products and services are offered through Legacy Financial Advisors, Inc., an affiliated company.

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