RACHEL INFANTE, CFP® CSRIC™
May 25, 2021 11:21:53 AM

Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...

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Steve Dixon, CFA CSRIC™
May 14, 2021 7:54:13 AM

Market Insight - May 2021 There are few topics in economics that seem to be as widely misjudged and generate as much head-scratching as inflation. In...

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RACHEL INFANTE, CFP® CSRIC™
May 5, 2021 5:01:14 PM

The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....

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Damian Winther, CFP® CSRIC™
Apr 28, 2021 8:45:00 AM

As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...

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Jill Vilkama
Apr 20, 2021 10:27:13 AM

If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...

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Damian Winther, CFP® CSRIC™
Mar 25, 2021 10:53:31 AM

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

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RACHEL INFANTE, CFP® CSRIC™
Mar 16, 2021 9:53:21 AM

Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...

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Bridget Handke, CFP®, CAP®
Mar 9, 2021 9:35:32 AM

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

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Damian Winther, CFP® CSRIC™
Mar 3, 2021 8:47:00 AM

Each year comes bearing new challenges to address, obstacles to overcome, and opportunities to seize. Understanding your financial plan puts you in a...

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Dana Brewer, CFP®
Feb 17, 2021 8:57:35 AM

Sustainable investment best practices have become a cornerstone of overall investment strategy for investors around the world. In recent years, these...

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