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...
Robert Dunn, CFP®Dec 9, 2021Are You Vulnerable to Ghost Taxes? Now is the time of year when funds are declaring dividend and capital gains. Don’t just ignore the announcements
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 8, 2021Wealth RedefinedBuying and Selling Your Home in Today’s Overheated Market [Part 1]Key Takeaways This strong seller’s market may continue for a while. Buyers should always get pre-approved before officially entering the...