Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...

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Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

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Damian Winther, CFP® CSRIC®
Jun 9, 2022 7:15:00 AM

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...

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Damian Winther, CFP® CSRIC®
Jun 2, 2022 7:30:00 AM

In the news and at the grocery store, you can’t help but notice how inflation has been off the charts during 2022. According to the U.S. Bureau of...

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Kimmie Andrews, CFP® CDFA®
May 26, 2022 9:00:00 AM

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

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Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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Dana Brewer, CFP®
Apr 14, 2022 7:00:00 AM

This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...

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Rachel Infante, CFP® CSRIC® CDFA®
Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

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Steve Dixon, CFA® CSRIC®
Mar 30, 2022 3:30:25 PM

Market Insight - March 2022 At least in some respects, it hasn’t been a very happy new year thus far. A new variant of COVID-19 blazed through the...

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Dana Brewer, CFP®
Mar 24, 2022 7:15:00 AM

In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...

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