CFP or ChFC, What’s the Difference?

Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

Chart of the Month – June 2022

There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.

CFP or ChFC, What’s the Difference?

Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

Chart of the Month – June 2022

There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Donuts, Toast, and Other Life-Changing Decisions

Life is full of choices. We make thousands of them each day, from the very first moment we wake up. Some are small and relatively easy to make, like what to eat for breakfast. Some choices are much larger and take much more effort to consider.