Meet Ben Writer, our summer 2021 financial planning intern, and see how he will be helping our team’s efforts.
Is Bitcoin the Future of the Financial System?
May 26, 2021
Get basic answers on Bitcoin and other cryptocurrencies, along with what impact crypto will have on investments and the financial industry.
8 Things You Should Know About Donor Advised Funds
May 12, 2021
See how a Donor Advised Fund might be a good vehicle for your charitable giving to support your church, a charity, or favorite 501(c)3 organization.
Now and Later: More Than Just a Fruity Candy
May 5, 2021
Make sure your financial planning is best suited for both retirement and the season of life you are currently in.
Payment for Order Flow and How Markets Work
April 28, 2021
Heard of Payment for Order Flow? Find out what it means and how it affects your investment accounts.
Exploring Two Tools for Financial Planning
April 21, 2021
See how we are using the Financial Satisfaction and Life Transition Surveys as part of the financial planning process.
Goal Setting
April 14, 2021
Frustrated with creating financial goals you can’t meet? Find out why it’s important to create goals for your financial planning.
Tempering Emotions in a Red Hot Real Estate Market
April 7, 2021
Don’t let the American dream of homeownership turn into a potential financial nightmare.
Overcoming the “Insurance Inertia” Trap
March 24, 2021
Don’t fall for the insurance inertia trap – paying for auto, homeowners, life, long-term care, or other insurance without thinking necessity or cost.
Plans Can Change
March 17, 2021
Outside forces can disrupt even the best plans. In this video, gain some advice on how to adjust plans in the face of shifting financial winds.