Reflecting on his son’s recent wedding, Lee Shertzer makes a parallel between wedding planners and financial advisors
Leanne Fee explores a new perspective on the life lessons that can be learned by experiencing regret in your life
Meet Aedan Wilkinson, our summer 2022 financial planning intern, and see how he will be helping our team’s efforts.
Tax Planning is important even after you finish working. John Simkins outlines helpful strategies to consider in retirement.
Logan Kready shares 5 effective strategies to begin investing on your financial journey
John Simkins makes an interesting parallel between market movement and your favorite theme park attractions
W. Lee Shertzer revisits a timeless book that sparks productive conversations between adult children and their aging parents
Thomas Talbott continues his Grinch series on inflation by suggesting five steps to help you combat inflation without derailing your future.
Mark Brinser shares what you need to know about the recent activity in the bond market
Take a deeper look into the meaning behind a reverse bucket list and the impact it can have on yourself and your community
