Kay Kramer
Nov 22, 2021 2:15:00 PM

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Kay Kramer
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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Kimmie Andrews, CFP® CDFA®
Oct 21, 2021 7:00:00 AM

Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...

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Damian Winther, CFP® CSRIC®
Oct 14, 2021 2:55:40 PM

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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Rachel Infante, CFP® CSRIC® CDFA®
Sep 29, 2021 12:24:29 PM

For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...

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Damian Winther, CFP® CSRIC®
Sep 23, 2021 12:45:00 PM

How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...

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Kimmie Andrews, CFP® CDFA®
Sep 14, 2021 7:45:00 AM

I've recently come across two examples of financial fraud that show just how sophisticated a scam can be, or if lacking sophistication, how fast a...

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Dana Brewer, CFP®
Aug 31, 2021 10:18:00 AM

It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...

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