Blog Topic: Retirement Planning

08.27.20
Aaron Williams, CFP®

This year has already given us a series of interesting (and often...

01.03.20
Katie Fischer, CFP®

Decem...

03.28.19
Jessica Bokhart, CFP®

It happens every year: My husband, a school principal, i...

07.26.18
Aaron Williams, CFP®

If you have access to a Health Savings Acc...

03.26.18
Jessica Bokhart, CFP®

It may be every person’s dream to be told it’s tim...

01.11.18
Drew Feutz, CFP®

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

12.18.17
Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us...

11.17.17
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...

09.08.17
Katie Fischer, CFP®

On Thursday, September 7th, Eli Lilly announced plans for a Voluntary Early Retirement Program (VERP) for up to 2,800 current employees....

08.14.17
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 ...

05.19.17
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...