Dana Brewer, CFP®
Aug 31, 2021 10:18:00 AM

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...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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RACHEL INFANTE, CFP® CSRIC™
Jun 21, 2021 12:15:00 PM

Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...

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RACHEL INFANTE, CFP® CSRIC™
May 25, 2021 11:21:53 AM

Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...

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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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