Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

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Dana Brewer, CFP®
Nov 23, 2022 8:10:00 AM

Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...

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Bridget Handke, CFP®, CAP®
Nov 15, 2022 7:00:00 AM

I recently spent time with my mom, who lives in another state. She had been in the hospital earlier this year. It was wonderful to see her doing...

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Steve Dixon, CFA® CSRIC®
Nov 10, 2022 8:02:26 AM

Market Insight - November 2022 Until this year and with just a few minor exceptions, investing in traditional bonds has been a lucrative strategy for...

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Damian Winther, CFP® CSRIC®
Oct 27, 2022 1:15:00 PM

Many retirees can attest that healthcare costs during retirement are one of the most significant expenses within their family’s budget. Planning for...

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Kimmie Moehring, CFP®
Oct 20, 2022 3:18:18 PM

The White House estimates that more than 40 million people are eligible for the student debt relief that President Biden announced in August. That...

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Kay Kramer
Oct 13, 2022 7:45:00 AM

It is hard to believe that I retired fifteen months ago. After all the years of helping clients to make that transition and giving advice that I had...

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Damian Winther, CFP® CSRIC®
Oct 6, 2022 7:45:00 AM

The United States housing market has been going gangbusters for the last several years as homeowners have seen the price of their property increase...

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Damian Winther, CFP® CSRIC®
Sep 29, 2022 10:15:00 AM

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

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Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

  So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

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