Kimmie Moehring, CFP® CDFA®
Aug 10, 2023 4:15:00 PM

A family vacation sounds great, right? Until someone has to make a decision that affects everyone on the trip.

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Dana Brewer, CFP®
Jun 29, 2023 11:00:00 AM

As our clients age, we often see them struggle with paying their bills for a number of reasons.

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Kimmie Moehring, CFP® CDFA®
Jun 16, 2023 3:57:33 PM

As labor and vehicle part shortages have declined, the automobile inventory has bounced back; you might be ready for a new set of wheels!

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Dana Brewer, CFP®
Feb 9, 2023 12:09:30 PM

People are living longer, needing more health care and long-term care, spending more, and saving less.

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Dana Brewer, CFP®
Nov 23, 2022 8:10:00 AM

Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...

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Damian Winther, CFP® CSRIC®
Sep 29, 2022 10:15:00 AM

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

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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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Dana Brewer, CFP®
Mar 17, 2022 7:15:00 AM

What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...

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Damian Winther, CFP® CSRIC®
Dec 21, 2021 12:15:00 PM

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

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Kimmie Moehring, 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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