The Long View: In Zach’s Own Words Kurt has done a great job introducing me in a few of the last few blogs, but now he has […]
How Sara Penny Found Freedom Through Hiking and Financial Planning On a recent episode of the “Health and Wealth” podcast, I had the pleasure of speaking with Sara Penny, an […]
Financial Education. Who, What, Where, When, Why and How? Chad Jones, one of my partners here at Allen & Company, writes a blog about KIDS & MONEY. The blog […]
Health & Wealth E29 Kurt Elmhorst Discover how travel is good for mental health in our latest podcast. Explore budget-friendly ways to rejuvenate the mind and soul, proving meaningful trips don't have to break the bank.
We’re Debt-Free!!! This is a picture of two people who ate many more meals at home than in restaurants; who gave up […]
The Season of Giving Christmas: the season of giving! What is it about Christmas that brings out generosity in so many people? Whether it’s […]
Press On Good Steward Daffy and Elmer break into a warehouse and start helping themselves to some heavy oak barrels. “Is this whiskey?” asks […]
3 Tips for Mindful Spending Last month was a whirlwind month for online shopping, between 4th of July sales and Amazon’s infamous “Prime Day.” Odds […]
How Does Your Financial Garden Grow? One of my favorite 4-H projects as a kid growing up in Marion County was the Seminole Garden Project. Named […]
Pearls of Wisdom from My Mother Mothers teach us so much more than we realize. A little reminder in case you’ve forgotten—tying our shoes, brushing our […]
A Run on a Bank “The latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is […]
Some New Stuff About Your Retirement Plan The Secure Act of 2019 had some additions signed into law in December 2022, and some of the provisions have […]
