December 15, 2024 Kimberly Day, CFP® Year-end is my time to reflect: What have I learned this year? What lessons can I share with others?...

September 15, 2024 Tyler Hewes, CFP® A Play in Five Acts   Who steals my purse steals trash; 'tis something, nothing; 'Twas mine, 'tis...

April 15, 2024 Chris Weil As many of you know, there are aspects of our business that are unusual for our industry. One of these...

March 15, 2024 Jon Strauss, CFP® Vianca Tabuena, CFP® Rob Gaan CFP® My First Forays into Car Buying – Jon Strauss, CFP® My frugality,...

December 15, 2023 Kimberly Higgins, CFP® In our line of work, keeping our eyes open to scams is of the utmost importance. As Advisors, we...

September 15, 2023 Tyler Hewes, CFP® To die, to sleep; To sleep, perchance to dream—ay, there's the rub: For in that sleep of death what...

June 15, 2023 Jonathan Strauss, CFP® Reflecting on the recent market volatility caused by the debt ceiling negotiations, I'm reminded of...

March 15, 2023 Vianca Tabuena, CFP® I recently completed the most stressful and difficult exam of my life – the CERTIFIED FINANCIAL...

December 15, 2022 Robert Gaan, CFP® My mother, Frances, is 96 years old. We call her Granny Franny. She has lived an amazing life. Born...

September 15, 2022 Parent Trap: a financial guide for new parents Jon Strauss, CFP® I always thought it was special that I share a...

June 15, 2022 Robert Gaan, CFP® I had lunch recently with a vendor whose wife was in a terrible auto accident. Her car was totaled, and...

March 15, 2022 Tyler Hewes, CFP® “In this world, nothing is certain except death and taxes.” - Benjamin Franklin In our conversations and...

December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...

September 15, 2021 Tyler Hewes, CFP® “What’s in a name? that which we call a rose By any other name would smell as sweet;” Romeo &...

June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...

March 15, 2021 What I Wish I Knew Robert Gaan, CFP® As I sat down to write this, I found myself thinking about fundamental issues with...

December 15, 2020 Tyler Hewes, CFP® This may be an unusual sentiment to hear from a financial advisor (since one of an advisor’s core...

Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th

Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.

Is a prolonged period of rewarding high-revenue-growth about to end?