Blog Topic: Financial Planning
10.30.18

What does every woman want? An advisor who ‘gets it’

Jessica Bokhart, CFP®

When Linda walked into my office last ...

06.13.18

College grads: Start planning your financial future today!

Drew Feutz, CFP®

Money. It’s a word that is bound to strike fear into any new col...

05.23.18

Life happens! Make an emergency fund your #1 goal

Jared Defore, CFP®, CPA/PFS

Have you read this alarming statistic? According to

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...

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 tim...

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...

01.11.18

Most New Year’s resolutions fail. Here’s how to ensure your financial plan doesn’t!

Drew Feutz, CFP®

I’m a self-confessed fitness nerd. This makes me the guy you love to h...

11.17.17

When cooking up holiday treats or your financial future, smart planning is key

Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...

08.14.17

Want to get the most out of life? Create a lifetime to-do list!

Jared Defore, CFP®, CPA/PFS

My summer “vacation” was a little unusual this year. My wife, Jenna, and I are anticipating the arrival of our second son in just a few months, so ...

07.12.17

Is your financial advisor working in your best interests?

Drew Feutz, CFP®

Maybe it’s because I come from a small town where everyone knows everyone (and eventually everything about everyone!), but I have a very l...

06.12.17

When it comes to money, are you your own worst enemy?

Aaron Williams, CFP®

Economist Benjamin Graham may have said it be...

05.19.17

Women & Retirement: Money isn’t the only challenge

Jessica Bokhart, CFP®

As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work toge...

03.30.17

What’s the #1 Key to Your Financial Success? Commitment

Drew Feutz, CFP®

Commitment. It’s a word that can scare even the bravest of us all. But in almost everything we do in life, it has the power to drive success. Commi...