In this episode, Financial Planner and Shareholder, Zach Binzer, CFP, and Client Service Specialist, Heidi Lenhart provide a deep dive into the complexities of retirement plan rollovers, shedding lig

If market fluctuations stress you out and cause you to make irrational financial choices, youre not alone. It is only human to let emotions get in the way and give in to biases. In this episode, Rach

Have you ever looked at the letters after an advisors name and wondered what they stand for? These credentials actually offer significant insight into the expertise and commitment of an advisor. In t

Are you worried about the safety of your sensitive information online? By cultivating good security habits, it is possible to significantly reduce the risk of fraud so you can sleep better at night. I

While tax savings may not be a primary driver for your charitable contributions, being aware of opportunities can help you amplify your impact. In this episode, Emily K. Diaz, MAcc, CPA, CFP, of Fos

Weve all heard that diversification in our investment portfolio is important, but its bigger than diversifying among US stocks only. In this episode, Zach Horn, MBA, CFP, CMFC, discusses the impor

Ever wondered about the difference between checking, savings, and brokerage accounts? In this episode, David J. Nienaber, MBA, CPA, CFP, discusses the distinctions between checking accounts, savings

In this episode, Tony R. Luckhardt, MBA, CFP, CRPC, sits down with Dan Bisig, the President and Founder of College and Beyond, to dive into the world of college planning. Get ready for valuable in

Have you recently wondered why the performance of companies like Apple, Microsoft, Amazon, Nvidia, and Google significantly impacts the overall market? Diversification is not just a buzzword, its an

When it comes to our day-to-day lives, delegating certain responsibilities can actually free up our mental space, giving us time to focus on what we do best. In this episode, Rachel Rasmussen, MBA, CF