Blog
04.23.18

Parents: Don’t wait to start that 529 Plan!

Katie Fischer, CFP®

Parenting is no easy task. Boy, is that an understatement! As a relatively new parent myself, I have a whole new pers...

04.16.18

Economic & Financial Market Commentary: Q1 2018

Kyle Thompson, CFP®, CPA

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest” – Warren Buffett

How do you feel the markets perf...

03.26.18

For women in retirement, it’s time to learn how to spend!

Jessica Bokhart, CFP®

It may be every person’s dream to be told it’s time to “spend more and save less,” but for some women in retirement, th...

02.26.18

The Benefits of Recent Stock Market Volatility

Kevin Ervin, CFP®, CPA

The past month has contained some of the highest levels of stock market volatility of the past few years.  While this can be somewhat unnerv...

02.12.18

Ready for financial freedom? Start with a budget!

Jared Defore, CFP®, CPA/PFS

Budgeting. Aside from taxes, it may be the very last thing you think of as a fun thing to do on a Saturday. And yet, ...

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