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 […]
Press On Good Steward Daffy and Elmer break into a warehouse and start helping themselves to some heavy oak barrels. “Is this whiskey?” asks […]
