Financial Planning – More Important than Ever
Over the past few months, we have been living a new “normal.” This includes wearing face masks in public, social distancing, and communicating with our…
What to Do During a Bear Market
We know you may be concerned about recent declines in the stock market. Markets go up, but they also go down. Fortunately, they go up…
The SECURE Act: Some Important Changes to Know
You may have recently read that the SECURE Act was signed into law on December 20, 2019. So, what does that mean for you? It…
Our Newest Certified Financial Planner™
We are pleased to announce that Michelle is officially a CERTIFIED FINANCIAL PLANNER™ professional! She successfully passed the CFP® Board exam in November. What is…
There is No Such Thing as a “Best Investment”
An article published in the USA Today titled “Warren Buffett: This is the best investment most people can buy” was forwarded my way recently. I find…
Financial Literacy Education Provided by NEDCO
We wanted to spread the word about a great local organization that offers introductory financial literacy classes and counseling to our community. Neighborhood Economic Development…
Transfer on Death Accounts
What is “Transfer on Death?” It is a designation that can be applied to an individual or joint account that enables you to specify your…
Mapping the Future
Do any of these questions sound familiar? When can I afford to retire? What would a transition from full-time employment to part-time employment or consulting…
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