Insights

Wealth Insights

August 28, 2025

College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt and Financial Wisdom

by Eric Bernal

Your Financial Life

10 Smart Money Tips for Kids and Teens

by Scott Kolodzinski

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

Young Professionals

10 Topics to Know for Financial Literacy

Wealth Insights

April 01, 2025

We Are All Fools—It’s Called Being Human

by Joe Maier

Financial Planning Insights

Maximizing Your Retirement at 59.5: Key Strategies and Opportunities

Wealth Insights

February 27, 2025

The Impact of Emotions & Financial Planning

by Dominic Ceci

Business Guidance

7 Tips on Hiring Employees for Business Owners

by Denise Domian