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Team Spotlight: Meet Kenzie

Kenzie Trusela works for Tushaus Wealth Management as our client relationship manager. Her job is to handle client communication, service requests, paperwork, administration and marketing for the firm. Kenzie’s parents are long-time clients with TWM, so she immediately knew she had to apply when the position opened. “I was very excited when the opportunity opened up and I jumped at…
General InformationInsurance News

What To Do If You’ve Lost a Retirement Account

A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread, and amounts to approximately 24 million accounts containing $1.35 trillion in assets. The issue is so big that Congress is considering creating a national online “lost-and-found” database to help people track down their accounts as part of a larger bill containing more benefits and protections…
Financial NewsGeneral Information

7 Tips to Resolve Financial Issues Between Couples

No matter how long you have been together, financial issues can wreak havoc on a committed relationship. According to Investopedia, some of the top money issues between partners include money/personality style clashes, debt, personal spending, children, and extended family differences. When couples don’t agree about spending and saving habits, it can lead to stress, arguments and resentment. Here are seven…