Brenden Leese, CFP®Feb 23, 2022Wealth RedefinedHigh Earner, Not Rich Yet? Key Takeaways At your young age, you earn substantially more than most Americans. Why aren’t you feeling wealthy? Are your graduate...
Ryan A. Dunn, CFP®Jan 20, 2022Wealth ProtectionUmbrella Liability Insurance Key Takeaways Many successful people don’t realize how underinsured they are, even if they have a great homeowners and auto policy....
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...