Contrary to Commentary E9 Explore how legacy planning is evolving in today’s economic climate. From inflation’s impact to changing family dynamics, this podcast breaks down what legacy looks like now.
Celebrating 5 generations of Financial Planning for one family! It hit me like a ton of bricks. We recently opened up a 529 college savings account for a new […]
Lessons Learned from a Lifetime Love of Basketball I stood on the free-throw line as a 14-year-old. There was no time left on the clock. The score was […]
Ho Ho Ho Once again it is time for your monthly dose of wisdom and witticisms, which begs the question: What, pray tell, […]
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 […]
2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money on the Table! This year, I am on a mission! A mission to help my fellow millennials and other generations maximize employer retirement […]
2024 Travel Plans It’s March. How are your travel plans shaping up for this year? If you are like me, uhm, well, I […]
Should I Pay Off My House Early, or Invest? Perhaps it’s something in the air, but there are seasons when I get numerous people asking the same question of […]
Election year…. AGAIN? I recently read an article on how ecological balances can be thrown all out of whack by the addition or […]
New Year’s Intentions The start of a new year has many making resolutions: losing weight, working out, saving money, or paying off debt. […]
Work Ethic: The Foundation of My Journey from Wisconsin to Financial Planning The snow was piled up to the windows. It was 20 below zero. Apparently, we fled our central Wisconsin farmhouse […]
