Blog Topic: Life Goals
06.27.19

What are your money dials?

Drew Feutz, CFP®

As an avid reader of all things financial, I stumbled across Ramit...

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 wh...

12.27.18

Essentialism: Enjoying an intentional (financial) life

Drew Feutz, CFP®

Let’s face it: our lives are busy! Blam...

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

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...

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 ...