CFP®
30 Years as a Client: Part 3
30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…
Read MoreWhat Should You Do with a 1099-K from Venmo?
What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…
Read More30 Years as a Client: Part 1
30 Years as a Client: Part 1 Written By: Kevin Reardon, CFP® A Glimpse into Kevin’s First Client… It was 1992 and I had just started my first job as…
Read MoreLogistics of Qualified Charitable Distributions
Logistics of Qualified Charitable Distributions (QCDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® What is a Qualified Charitable Distribution (QCD)? If you are over age 70.5 and have an…
Read MoreTip of the Month | November 2022
Tip of the Month | November 2022 Year-End Deadlines Written By: Andrea Bulen, CFP® The end of the year is quickly approaching with Thanksgiving almost here. We all know how fast…
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