Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Wade Den Hartog

04/30/2020

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Who Needs an Advance Medical Directive and Health Care Power of Attorney

Category: Financial Planning » Estate & Transfer Planning

By Stacie Neussendorfer

09/07/2018

Who Run the World? Girls!

Category: Financial Planning

By Brittany Heard

10/15/2019

Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

Who Should Care About the CARES Act? You!

Category: Financial Planning

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�

Why Cybercrooks Would Rather Steal Medical Data

Category: Financial Planning

By Guest Blogger

04/01/2018

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

Why I Try Not to Pay Attention to the News

Category: Financial Planning » Behavioral Finance

By Jason Brown

09/01/2020

While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.

Why should you have a budget?

Category: Financial Planning

By Kadin White

12/13/2023

The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.

Why the Charitable Remainder Trust Has Staying Power

Category: Financial Planning

By Walt Mozdzer

09/14/2018