Ryan M. Vogel, CFP®Apr 3Wealth ProtectionResolutions Failed? Get to Know Your Future Self Key Takeaways Envisioning yourself 10, 20, or 30 years into the future makes it easier to balance living for today vs. planning for...
Brenden Leese, CFP®Mar 27Investment ManagementNeed A Break from Work, But Not Ready To Retire?Key Takeaways Many clients have trouble letting go of their work personas as it can mean a loss of identity and purpose. Freelance and...
Robert Dunn, CFP®Mar 20Wealth RedefinedWhat Parenting Has Taught Me About Being a Better AdvisorKey Takeaways Please note: I am aware I am making a comparison of grown adults to children. This is not saying adults can act like...
Robert Dunn, CFP®Feb 28Wealth RedefinedNavigating the Behavior Gap: Strengthening Relationships and Improving Conversations Around MoneyKey Takeaways Acknowledge Primal Instincts: Recognize the influence of primal instincts, such as the "fight or flight" response, in both...
Brenden Leese, CFP®Feb 13Wealth RedefinedHome Buying Strategies for Young AdultsKey Takeaways Not sure where to park your money until the housing market calms down? It depends on your time frame and risk tolerance....
Devin StarrFeb 6Wealth RedefinedRedeeming Credit Card Reward PointsKey Takeaways It’s great you’ve accumulated enough reward points to go around the world several times. However, it can be difficult to...