Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Dec 22, 2021Wealth ProtectionIs Now the Time to Consider Used or Electric Cars?Key Takeaways Labor shortages and supply chain disruptions continue to limit the supply of new and used vehicles on the market. Can’t...
Brenden Leese, CFP®Dec 14, 2021Wealth ProtectionDo Health Savings Accounts Make Sense for You (and Your Adult Children)? Key Takeaways Healthcare costs are rising substantially faster than wages (and inflation). Health Savings Accounts (HSAs) allow you to...
Ryan M. Vogel, CFP®Dec 1, 2021Wealth RedefinedThe Halloween Phenomenon and Other Milestone Money Lessons for Children (of All Ages)Key Takeaways Kids grow up fast. The money messages they get from you early on can follow them (for better or worse) throughout their...
Brenden Leese, CFP®Nov 10, 2021Our LivesEstate Planning at Every Stage of LifeKey Takeaways It’s important to assess where you are in your life cycle and plan accordingly. Most people find wills, estate plans, and...
Ryan A. Dunn, CFP®Nov 3, 2021Wealth ProtectionRetiring Before 65? You Have the Income, But What About Healthcare?Key Takeaways The high costs of health coverage are one of the biggest factors preventing clients from retiring before they’re eligible...