Kay Kramer, CFP®
Sep 6, 2019 2:36:08 PM

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

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Dana Brewer, CFP®
Sep 4, 2019 1:52:06 PM

Whether you’re just entering your 20s and starting your career, or you’re in your 60s and thinking about retirement, you most likely have questions...

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Steve Dixon, CFA
Jul 31, 2019 2:36:33 PM

Market Insight - July 2019 On February 4th, 1994, then Federal Reserve Chair Alan Greenspan announced a change to the targeted level for short-term...

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Bridget Handke, CFP®, CAP®
Jul 10, 2019 7:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Dana Brewer, CFP®
Jun 26, 2019 11:59:22 AM

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

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Dana Brewer, CFP®
Jun 19, 2019 2:47:30 PM

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

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Damian Winther, CFP®
Jun 12, 2019 7:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your side, it may have lead to stress, lack of sleep and...

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Bridget Handke, CFP®, CAP®
Jun 5, 2019 6:26:20 PM

Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...

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RACHEL INFANTE, CFP®
May 29, 2019 10:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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Dana Brewer, CFP®
May 23, 2019 10:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know only too well that exchanging...

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