Trends
Financial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
Read MoreGen Z and Money: Teaching the Next Generation
Gen Z and Money: Teaching the Next Generation Written By: Laine Kuether With Gen Z, the opportunity to instill positive financial habits is especially timely. Parents play a critical role in…
Read MoreTip of the Month | December 2024
Tip of the Month | December 2024 Set Financial Goals for the New Year Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® As we near the end of 2024, now is…
Read MoreYear-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another year-end is in sight! In addition to planning for the holidays, finances are also on people’s minds.…
Read MorePost-Election Tax Planning
Post-Election Tax Planning Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On November 5, a red wave appears to have swept through the country with Republicans winning the election for…
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