Ryan M. Vogel, CFP®Jan 5, 2022Wealth ProtectionIntra-Family Loans and Other Advantages of Keeping Money in the Family Key Takeaways In today’s low-interest rate environment, think about being a lender, not just an investor. Intra-family loans can be a...
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®Sep 22, 2021Investment ManagementBuying and Selling Your Home in Today’s Overheated Market, Part 2 Key Takeaways Early retirees with limited income can still compete in today’s frenzied housing market. Don’t overlook the option of...