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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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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Damian Winther, CFP® CSRIC™
Jan 19, 2021 10:21:00 AM

Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...

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Dana Brewer, CFP®
Jan 12, 2021 9:44:57 AM

Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...

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RACHEL INFANTE, CFP® CSRIC™
Dec 28, 2020 1:22:00 PM

On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in...

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Bridget Handke, CFP®, CAP®
Dec 21, 2020 1:08:00 PM

We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...

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Dana Brewer, CFP®
Jun 9, 2020 12:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

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Damian Winther, CFP® CSRIC™
Jan 30, 2020 4:58:37 PM

Social media outlets can have the tendency to cause us to create what can be unreasonable comparisons between ourselves and our lifestyle and those...

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RACHEL INFANTE, CFP® CSRIC™
Nov 14, 2019 2:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

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