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Don’t Mix FOMO with Home Buying

Category: Financial Planning » Cashflow
By Ryne Oller
07/30/2021

For most Americans, their house is their most significant asset. But it’s also the most personal one. There's a lot of emotion inside those four walls. If you want to buy your first or next home, it’s crucial to have a game plan going into it. Here are a few principles to consider when it comes to buying a home.

Planning and Puppies 101

Category: Financial Planning » Cashflow
By Emily Appelgate
09/03/2021

I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.

Thanks a Million

Category: Financial Planning » Cashflow » Additional Resources
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

Game Saving Plays for 2021 Financial Planning

Category: Financial Planning » Cashflow
By Ross Polking
11/12/2021

Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.

2022’s Financial To-Do List

Category: Financial Planning » Cashflow
By Andy Mullan
02/01/2022

As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.

Getting Rid of Debt Can Help You Save

Category: Financial Planning » Cashflow
By Zach Dalluge
02/18/2022

At the end of 2021, outstanding consumer debt in the United States, including mortgages, student loans, auto loans, credit cards, etc., totaled $15.6 trillion, which equates to about $50,000 per American. Clearly, we are no strangers to debt. Ultimately, getting rid of consumeristic debt will help you save and accomplish your goals. 

Saving for a Rainy Day

Category: Financial Planning » Cashflow
By Walt Mozdzer
02/18/2022

According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives. 

Savings Ho!

Category: Financial Planning » Cashflow
By Joe Bantz
02/18/2022

It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories. 

Don’t Borrow from Your Future Self

Category: Financial Planning » Cashflow
By Ryne Oller
02/18/2022

While each person has different long-term goals, a common future desire that exists for most people is retirement. There's a day coming when you won't want to, or can’t, work anymore, and your income will need to be replaced. This is a huge “future self” liability that has to be considered.

Spring Clean Your Financial Plan

Category: Financial Planning » Cashflow
By Andy Rushenberg
03/21/2022

You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.