Bridget Handke, CFP®, CAP®
Sep 5, 2018 8:57:49 AM

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their...

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Bridget Handke, CFP®, CAP®
Aug 29, 2018 9:23:12 AM

The allure of tax free money is strong, especially when saving for your retirement. One way to accumulate tax free funds is to take advantage of a...

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Dana Brewer, CFP®
Aug 8, 2018 11:07:10 AM

If you're approaching or recently entered retirement, congratulations! Your years of hard work paid off! Now it's time to enjoy your retirement as...

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Bridget Handke, CFP®, CAP®
Jul 25, 2018 2:25:00 PM

You’ve been saving for years and you can see retirement down the road. What is your timeline? How does all this fit together? Below is a timeline on...

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Bridget Handke, CFP®, CAP®
Apr 18, 2018 11:36:00 AM

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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