Dana Brewer, CFP®
Sep 4, 2019 1:52:06 PM

Whether you’re just entering your 20s and starting your career, or you’re in your 60s and thinking about retirement, you most likely have questions...

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Dana Brewer, CFP®
Jun 19, 2019 2:47:30 PM

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

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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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Dana Brewer, CFP®
May 23, 2019 10:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know only too well that exchanging...

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RACHEL INFANTE, CFP®
Apr 24, 2019 1:37:55 PM

Infertility. It’s a word that becomes a reality for so many. According to the National Survey of Family Growth by the Centers for Disease Control and...

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Bridget Handke, CFP®, CAP®
Mar 6, 2019 11:20:53 AM

During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. Schools were closed and it was...

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RACHEL INFANTE, CFP®
Feb 21, 2019 11:40:39 AM

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

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Kay Kramer, CFP®
Jan 23, 2019 10:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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Dana Brewer, CFP®
Jan 15, 2019 5:16:58 PM

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a...

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Bridget Handke, CFP®, CAP®
Dec 13, 2018 4:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

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