Insights

Financial Planning Insights

Early retirees: Questions You May Have Hesitated to Ask This Year

by Greg King, CFP®

Wealth Insights

October 10, 2025

Living Up to Lofty Expectations

by Brian Schaefer

Wealth Insights

October 02, 2025

Understanding Estate Planning Tools and Their Purposes

by Joe Maier

Buying or Building a Home

Mortgage Refinancing: When It Makes Sense and How to Make It Work for You

by Michelle Van Engen

Your Financial Life

9 Ways to Make Meaningful “Money Memories” With Your Kids

Your Financial Life

10 Smart Money Tips for Kids and Teens

by Scott Kolodzinski

Buying or Building a Home

Achieve Your Home Remodeling Dreams: The 6 Best Ways to Finance Renovations

by Josh Kotter

Financial Planning Insights

July 09, 2025

Lifetime Gifting Strategy Part II: The Heart of Gifting

by Joe Maier

Buying or Building a Home

7 Questions to Ask Mortgage Lenders for a Smooth Pre-Approval Process

by Sara Whitley

Financial Planning Insights

June 07, 2025

Lifetime Gifting Strategy Part I: The Math of Lifetime Giving

by Joe Maier