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Blog Posts

  • How Do I Organize My Financial Life?

    March 25, 2019
    Generation wealth doesn’t just have to mean the next generation. Thinking of your legacy in a 100-year time frame will change your strategic planning dramatically.
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    100-Year Thinking: Families Strategically Helping Each Other Through the Generations

    March 4, 2019
    Generation wealth doesn’t just have to mean the next generation. Thinking of your legacy in a 100-year time frame will change your strategic planning dramatically.
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  • 15 Minutes to More Savings in 2019: Review Your Retirement Plan Contributions

    February 8, 2019
    By Jon Meyer, CFP® Key takeaway: Spend 15 minutes at the beginning of the year increasing your savings across all your retirement accounts and health care plans so that you can maximize your net worth. One way to continually improve your nest egg is to always spend 15 minutes at the beginning of ...
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  • Don’t Talk About Money? Why You Should Open Up with Friends and Family

    December 12, 2018
    By Ashely Reiter, CFP® Key takeaway: We’ve all been taught that talking about money is a no-no, but it really should be a yes-yes. Opening a conversation with our friends and family can be an act of vulnerability, but it can also help us see their lives—and our own—more realistically. We’re taught ...
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  • Get a Dash Cam (and Install It)

    October 3, 2018
    By Ashely Reiter, CFP® Key takeaway: Consider how to reduce your risks proactively and you can save a lot of time and money. Even when an accident happens, risk reduction techniques—like dash cams—can take away a lot of anxiety. I was in a minor car accident a few weeks ago. I accelerated ...
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  • The Latte Theory of Savings Is Crap

    September 26, 2018
    By Katie Frazier, CFP® Key takeaway: We are taught to save money by spending less. Spending within one’s means is, of course, a virtue. But the idea that you can save your way to every goal you want by making, not buying, your daily cup of coffee doesn’t prioritize your thoughts. ...
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  • Housing: The Biggest Piece of Your Financial Picture

    September 18, 2018
    By Ellen Fee, CFP® Key takeaway: “How much should I spend on housing?” The old answer was to buy as much home as you could afford. The new answer is to weigh the long-term ramifications of spending more versus less on a house today. After all, homes do retain values—your values, ...
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