Blog Topic: Financial Planning

01.28.21
Austin Angel, CFP®

One of the questions I see frequently asked by young profes...

12.03.20
Katie Fischer, CFP®

A year that will definitely be ...

07.30.20
Austin Angel, CFP®

I was mindlessly scrolling through Twitter, which seems to ...

07.02.20
Kyle Thompson, CFP®, CPA

If you have purchased a big-ticket item you have likely been asked ...

05.28.20
Katie Fischer, CFP®

Over the past few months, most of us have b...

04.29.20
Drew Feutz, CFP®

Where is your most favorite place that you’ve ever t...

04.03.20
Jared Defore, CFP®, CPA/PFS

Well, this month didn’t go as planned. March is the month I look f...

03.31.20
Drew Feutz, CFP®

As the coronavirus has made its way around the...

02.28.20
Aaron Williams, CFP®

Most people I know like to think about finances as a mathematic...

01.30.20
Austin Angel, CFP®

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

01.03.20
Katie Fischer, CFP®

Decem...

12.13.19
Drew Feutz, CFP®

Eagerly awaiting an end-of-year bonus or raise? Cheers! You’re...

11.26.19
Jessica Bokhart, CFP®

I’m sure it’s true in every field that the longer you do somet...

10.31.19
Jared Defore, CFP®, CPA/PFS

Like most parents with two kids under the age of 5, it seems li...

09.26.19
Kyle Thompson, CFP®, CPA

If you’re like most people, choosing your employee benefits i...

08.29.19
Katie Fischer, CFP®

Ah, parenting. Whether you’re hoping to be a parent or (like me!...

08.16.19
Kyle Thompson, CFP®, CPA

It has been a wild week in the markets which was led by an 800-point drop on Wednesday in the Dow Jones Industrial Average. Why did this happen and...

06.27.19
Drew Feutz, CFP®

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

06.06.19
Kyle Thompson, CFP®, CPA

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

05.02.19
Jared Defore, CFP®, CPA/PFS

If you’re a Millennial, the road to retirement probably seems a lo...

02.27.19
Katie Fischer, CFP®

It’s been over four years since Marie Kondo’s book,

12.27.18
Drew Feutz, CFP®

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

10.30.18
Jessica Bokhart, CFP®

When Linda walked into my office last ...

06.13.18
Drew Feutz, CFP®

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

05.23.18
Jared Defore, CFP®, CPA/PFS

Have you read this alarming statistic? According to

Katie Fischer, CFP®

Parenting is no easy task. Boy, is that an understatement! As a relatively...

03.26.18
Jessica Bokhart, CFP®

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

02.12.18
Jared Defore, CFP®, CPA/PFS

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

01.11.18
Drew Feutz, CFP®

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

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...

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 ...

07.12.17
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
Aaron Williams, CFP®

Economist Benjamin Graham may have said it be...

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...

03.30.17
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...