Blog
06.27.19

What are your money dials?

Drew Feutz, CFP®

As an avid reader of all things financial, I stumbled across Ramit Sethi’s book I Will Teach You to Be Rich years ago...

06.06.19

Plan for tomorrow, live for today!

Kyle Thompson, CFP®, CPA

Dan and Kim had never worked with a financial advisor before, and when we sat down together for the first time, I cou...

05.02.19

Millennials: It’s time for a road trip to financial confidence!

Jared Defore, CFP®, CPA/PFS

If you’re a Millennial, the road to retirement probably seems a long way off. After all, you have years of your caree...

03.28.19

For Indiana teachers, 5 lessons before leaping into retirement!

Jessica Bokhart, CFP®

It happens every year: My husband, a school principal, is basking in the final days of a quiet, relaxing spring break and I hear him say, “I coul...

02.27.19

Ready to ‘spark joy’ in your financial life? It’s Marie Kondo to the rescue!

Katie Fischer, CFP®

It’s been over four years since Marie Kondo’s book, The Life-Changing Magic of Tidying Up: The Japanese Art of Declut...

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