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™
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 Moehring, CFP®
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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Steve Dixon, CFA CSRIC™
Aug 26, 2021 9:54:21 AM

Market Insight - August 2021 Expect the unexpected might be good advice in many areas of our lives. Don’t get too rooted in what you expect to...

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Bridget Handke, CFP®, CAP®
Aug 24, 2021 9:14:00 AM

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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Dana Brewer, CFP®
Aug 4, 2021 10:45:00 AM

Maybe you’ve come to a point in your life where your kids are now adults, your parents are starting to depend on you a little more each year, or...

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Dana Brewer, CFP®
Jul 14, 2021 7:43:44 AM

Contemplating retirement can be both exhilarating and frightening at the same time. So many questions arise from a financial perspective and...

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