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 M. Vogel, CFP®Jun 23, 2021Wealth TransferWhat I’m Trying to Teach My Children About MoneyBy Ryan Vogel, CFP® I have two active healthy sons aged ten and eight. We live in a comfortable suburban area with many professional...
Robert Dunn, CFP®Jun 18, 2021Wealth ProtectionInvesting in CryptoBy Robert B. Dunn, CFP® Rarely a day goes by when someone doesn’t ask me what I think of Bitcoin or if they should add some “coin” to...
Robert Dunn, CFP®Apr 27, 2021Wealth Redefined3 Things I Learned About Money When I Was Growing UpBy Robert B. Dunn, CFP® In light of April being Financial Literacy Month, I’d like to share a few of the most important lessons I learned...