We are in a period of significant change with interest rates and its happened in a period of about six months. In this episode, David Nienaber, MBA, CPA, CFP, and Rachel Rasmussen, MBA, CFA, CDFA,

Peanut butter and jelly, Laverne and Shirley, Foster and Motley. All of these iconic pairs have changed the game in their own right. For more than a year, the financial planners and investment manager

True financial independence is when youre working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially indepe

In the third quarter of 2022 the bear market resumed, making this the longest lasting decline since 2009. Since our last update, we saw the stock index go down by 5% affecting everything from investin

There comes a time in your life when you may not welcome being another year older. But if you plan ahead, it can make the difference between a senior lifestyle you choose and the one that someone else

Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor i

Maybe its your goal to own a lake house or a second home. But have you thought about what buying versus renting might look like for your scenario? In this episode, Joe Patterson, CFP and Rachel Rasm

So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what? In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some exam

Have you considered opening up a 529 account? There may be more to consider than you realize! In this episode, Nick Roth, CFP, will help you understand some of the general rules and benefits behind

Cash flow is what comes and goes out of your household, and defines what you are doing in the world in many ways. In this episode, Luke Hail, MBA, CFP, will help give you a clear understanding of wh