Our next installment of the 2026 Town Hall series is now ready to view. This video series keeps our team informed and keeps you up to date on current news and planning topics that may affect you. We value providing ongoing financial education to our clients and the public, and we appreciate you taking the time to view our Town Hall.
Happy 4th of July from all of us at Aul Financial Group! In our latest Town Hall, Tracey Richardson shared her mid-year “Investor Playbook” — covering economic resilience, a broadening market beyond the biggest tech names, why interest rates matter again for fixed income, and the case for staying disciplined through short-term headlines.
Steve Aul followed up with answers to two questions clients often ask: whether to pay off a home before retirement and whether to buy or lease a car — plus a look at how retirement account distributions can factor into those decisions (with tax and Medicare cost considerations to keep in mind). We also celebrate our recent client appreciation movie event and preview upcoming fall seminars, including a Medicare 101 session for those turning 65.