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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Kay Kramer, CFP®
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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RACHEL INFANTE, CFP® CSRIC™
Sep 29, 2021 12:24:29 PM

For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...

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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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