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...Read More
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...Read More
How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...Read More
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...Read More
We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...Read More
Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...Read More
You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...Read More
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