Bridget Handke, CFP®, CAP®
Oct 16, 2019 5:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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Dana Brewer, CFP®
Oct 2, 2019 1:15:00 PM

From a financial standpoint, paying cash is still the cheapest way to buy a car. However, many people are reluctant to use large sums of cash to...

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RACHEL INFANTE, CFP®
May 29, 2019 10:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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Bridget Handke, CFP®, CAP®
Aug 2, 2018 12:51:04 PM

The death of a spouse can be one of the most challenging things a person can endure. The emotional impact, changes to your family structure, and loss...

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Bridget Handke, CFP®, CAP®
Jun 13, 2018 1:16:00 PM

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s...

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Damian Winther, CFP®
Jun 6, 2018 11:46:00 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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Bridget Handke, CFP®, CAP®
May 9, 2018 11:35:00 AM

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...

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Bridget Handke, CFP®, CAP®
Apr 18, 2018 12:36:00 PM

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...

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Damian Winther, CFP®
Mar 28, 2018 11:40:00 AM

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions...

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Kay Kramer, CFP®
Mar 14, 2018 11:42:00 AM

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that...

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