The Constant Pillars of Success My son entered the United States Military Academy as a member of the Class of 2026. Having attended West Point […]
Emerging Focus on Trades Could Spell Better Financial Health for Young Professionals “Earn money while learning a trade,” read the vinyl decal on a plumbing company’s truck as I sat behind it […]
Building a Multi-Generation Legacy “Only the rocks live forever, Gray Wolf said.” ― James A. Michener, author, Centennial Yes, color me unsophisticated, but I loved […]
A Simple Tool for Working on Your Financial Goals A new year is around the corner, and many of us are strategizing our goals for 2023. I’ve written previously […]
Questions to Ask Your Financial Advisor The Cobia Walker team encounters quite the savvy prospective clients who often interview us just as we interview them to […]
Happy National Financial Planning Month! Happy National Financial Planning Month! As your resident millennial CERTIFIED FINANCIAL PLANNER™ professional, I’m more than happy to bring the […]
Health & Wealth E19 with Alex Schlindwein The topic is Rolex watches in this episode with special guest, Alexandria Schlindwein of Kiefer Jewelers.
A Balanced Life Requires Trade-offs Economist Thomas Sowell teaches, “There are no solutions, there are only trade-offs; and you try to get the best trade-off […]
Summer Series: New Parent Finance 103 Can anyone else believe it is already September? This year has to be going faster than ever and there’s scientific […]
Summer Portfolio Reconstruction Fred gives an update on his ’67 Fast Back in this episode and suggests meeting with your financial advisor for […]
Finding your “Why” Regarding Personal Finances How many of you feel the Global Shutdown changed your priorities—financial or otherwise—over the past two years? Just know, you’re […]
Converting a Traditional IRA to a Roth IRA With a traditional IRA, funds contributed are not taxed until funds are withdrawn from the account. Both contributions and earnings […]
