Robert Dunn, CFP®Sep 14, 2022Be an Investor, Not a GamblerKey Takeaways It’s okay to make a friendly wager or two during football season; but don’t gamble with your financial plan. Even in this...
Ryan A. Dunn, CFP®Sep 7, 2022Our LivesFinancial Planning Considerations For Those About to Enter Into Marriage Key Takeaways Financial stress, along with infidelity and growing apart, are top reasons why marriages fail. Many couples did not have...
Ryan M. Vogel, CFP®Aug 31, 2022Wealth ProtectionDoes a Recession Matter to My Financial Plan? Key Takeaways Even if we are in a recession, we probably won’t know for sure until after the fact. This is a great time to take advantage...
Brenden Leese, CFP®Aug 24, 2022Benefits of a Volatile Market Key Takeaways Markets go in cycles. Time in the market matters far more than timing the market. Now can be a good time to reduce your...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 17, 2022Wealth RedefinedTips for Coping with Record High Gas Prices Key Takeaways Believe it or not, these aren’t the highest relative gas prices in U.S. history. Behavioral finance explains why. Changing...
Brenden Leese, CFP®Jul 20, 2022Wealth RedefinedStudents Now Less Likely To Be Penalized for Grandparent 529s Key Takeaways New FAFSA form no longer counts grandparent 529 accounts against student aid eligibility. 529 plans offer grandparents...