Blog Topic: Life Goals

4 Ways to Kick-Start Your Finances in 2020

Austin Angel, CFP®

By this time in January, statistics show that those lofty New Y...


What are your money dials?

Drew Feutz, CFP®

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


Plan for tomorrow, live for today!

Kyle Thompson, CFP®, CPA

Dan and Kim had never worked with a financial advisor before, and wh...


Essentialism: Enjoying an intentional (financial) life

Drew Feutz, CFP®

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


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...


Ready for financial freedom? Start with a budget!

Jared Defore, CFP®, CPA/PFS

Budgeting. Aside from taxes, it may be the very last...


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 ...