Retirement
Best Laid Plans
The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my
Lia Bertelson
February 21, 2018
Cash Flow and Budgeting
You Are Dust
Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the
Lia Bertelson
February 15, 2018
Uncategorized
Takeaways from the TD LINC Conference: Think Big
We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2. It was a very well attended conference, and we were able
Lia Bertelson
February 12, 2018
Investing
Ride the Bull Market or Hold On to Your Cash?
The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are
Lia Bertelson
January 24, 2018
Uncategorized
Jud Mallini Wise Money Week Phonebank
Our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial
Jud Mallini
May 17, 2017