Our Thoughts
Surprised by your tax return?
2018 was Year 1 of the Tax Cuts and Jobs Act signed into law in 2017, so we are just now seeing the results for
Paying for college soon?
I attended a webinar yesterday hosted by Joe Messinger, CFP®, ChFC®, CLU®, co-founder of Capstone College Partners. He and his company provide expert advice and
Are you on F.I.R.E.?
Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income,
New Membership in NAPFA
We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and
We have a new CFP® Professional
We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED
Consider writing an ethical will
Over the holidays, consider writing an ethical will for those you love. If you are like me, this month will be busy for you. At