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 […]
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 […]