Blog Posts

  • Charitable Thoughts in My 30s

    September 11, 2018
    By Katie Frazier, CFP® Key takeaway: How much to give to charity is a question that every family struggles with as they grow. But tackling the question now, instead of waiting until later in life, can set good habits. Just starting a charitable giving plan should be today’s goal. This year, during ...
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  • Don’t Listen to That Salesperson: Why Annuities May Be a Poor Investment Choice

    September 4, 2018
    By Jon Meyer, CFP® Key takeaway: Annuities can play a role in your retirement portfolio, but they can also offer you the “opportunity” to use your own money at a higher expense. When people are getting ready to retire, their biggest concern is usually “Have I saved enough even to retire?” If ...
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  • Health Savings Accounts: The Not-So-Hidden Gem You Might Be Missing

    August 30, 2018
    By: Ashley Reiter, CFP®, AIF® Key Takeaway: Healthcare can be a financial burden. Use a health savings account to help protect yourself against healthcare costs. Healthcare in America is pricey. Health insurance to pay for the healthcare is pricey. Employers are offering fewer health insurance options, and if you own a business, ...
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  • The Biggest Gift You Can Leave Your Children? Communication

    June 22, 2018
    Key Takeaway: Estate planning without communication can leave a legacy of entitlement. Make sure you talk to your heirs about the “why” of your decisions. You may find that the conversations bring your family even closer together. When I help people prepare their estate plans, I emphasize the gift of communication. ...
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  • Social Security: When It Comes to Benefits, Sooner Is Not Necessarily Better

    May 18, 2018
    Key Takeaway: The default setting for many people seems to be age 62 when it comes to taking Social Security. But the default setting isn’t always the right setting. When determining the age you take your benefit, run the numbers before you decide. In my line of work, I often get ...
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  • Market Volatility: When Your Gut Tells You to Act Now, Reflect Instead

    April 16, 2018
    Key Takeaway: When the markets act like a rollercoaster, we may feel like we need to get off the ride, like, right now! But we might just need to do the opposite. A more reflective perspective can help us ride out the short-term market rollercoaster toward our long-term financial goals. With ...
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  • When Markets Get Volatile, Play the Freeze Game

    March 16, 2018
    Key Takeaway: It can be easy to get caught up in market turmoil—but also harmful to your long-term goals. Take the time to learn which high-energy, high-emotion experiences cause you to react so you can maintain your poise in all kinds of market conditions. When market waters get choppy like they ...
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