In his most recent blog post, David Ruedi, CFP®, RICP® explains three keys to a happy retirement. Read the full blog here: ruediwealth.com/do-you-have-yo…

In his most recent blog post, Ryan Repko covers 8 ways our clients express love through their financial plans: ruediwealth.com/financial-acts…

On today's episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, RICP®, and Ryan Repko discussed our favorite topic: #retirementplanning 🤓 ruediwealth.com/on-the-money-r…

“SEPs are very easy to establish and have virtually no filing requirements, which makes them very attractive for small businesses,” Ryan Repko, CFP® recently provided his thoughts on how small business can use SEP IRAs in an article for U.S. News Money: money.usnews.com/money/retireme…

In his most recent blog post, Paul R. Ruedi, CFP® explains how employees can get the most out of their 401(k) plans: ruediwealth.com/using-your-401…

Paul R. Ruedi, CFP® of our #Plano, Texas office was recently quoted in an article covering #401k plans in The Penny Hoarder: thepennyhoarder.com/smart-money/re…

We are down to the last 2 days to vote for Ruedi Wealth Management for #TopsInThe217. Vote below! Pick your favorite places to do everything in Central Illinois. Vote through April 7th and your favorite place could be named #TopsInThe217 #Chambana illiniradio.secondstreetapp.com/og/f94e23c6-97…

In case you missed us live on the radio and Facebook, check out the video of today's episode of "On the Money" and blog post with our favorite quotes from the episode! ruediwealth.com/on-the-money-h…

"Day after day I read articles from people suggesting that investors should 'do it themselves.' They suggest that the fee advisors charge is just a 'cost' and ignore the benefits." Read the full blog by our CEO, Paul: ruediwealth.com/is-a-financial…

"The last two people who asked me about investing in marijuana stocks were women over the age of 80 who I am almost certain have never tried marijuana themselves. Welcome to reefer madness 2.0." Read the full blog by Paul R. Ruedi, CFP®: ruediwealth.com/should-i-inves…

Hunting for Easter eggs is fun, but hunting for lost investment accounts... not so much! In his most recent blog post, Paul R. Ruedi, CFP® provides tips to help investors avoid this common retirement pitfall: ruediwealth.com/lost-investmen…

In his most recent blog post, David Ruedi, CFP®, RICP® discusses some of the challenges facing those who have too much of their wealth invested in one company: ruediwealth.com/concentrated-s…

🚨Make sure to read Paul R. Ruedi, CFP®'s most recent blog post to learn how to avoid the nine biggest threats to your #retirement! ⚠️ ruediwealth.com/the-9-biggest-…

With #FathersDay coming up this weekend, Citywire's Hayley Hanafee talked to a few #RIAs who had very big thank yous for their dads, who taught them how to tackle life's little and big problems. Douglas A. Boneparth citywireusa.com/registered-inv…

If everyone spent as much time planning their retirement as they do choosing their seat on a Southwest Airlines flight, I’d be out of a job! #retirementplanning

Roth IRAs are a useful retirement savings tool, but you must follow all the rules to avoid taxes and penalties. In a recent article in U.S. News & World Report Ryan Repko, CFP® shared some advice to help retirement savers navigate the Roth IRA 5-year rule. money.usnews.com/money/retireme…

How does Daniel Ruedi celebrate being quoted in Yahoo Finance? Fishing, of course! 🎣 Check out his thoughts on one of the best Vanguard ETFs for retirees who want a diversified stock portfolio in this great article by Barbara Friedberg! finance.yahoo.com/news/8-best-va…

me ever since the purchase of our first house a few months ago... too perfect! 😂🤷🏻‍♂️🌽