Bridget Handke, CFP®, CAP®
Oct 16, 2019 5:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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Dana Brewer, CFP®
Oct 2, 2019 1:15:00 PM

From a financial standpoint, paying cash is still the cheapest way to buy a car. However, many people are reluctant to use large sums of cash to...

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Dana Brewer, CFP®
Sep 25, 2019 5:59:36 PM

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

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RACHEL INFANTE, CFP®
Sep 19, 2019 8:15:00 AM

It’s no secret that the cost of a college education today is vastly different than the cost parents and grandparents paid years ago. According to...

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Damian Winther, CFP®
Sep 11, 2019 4:56:50 PM

At a neighborhood gathering this summer, as we watched the kids run around the streets getting sprayed by fire hydrants, our conversation slowly...

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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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