Dec 2020
A Christmas Story: A Lesson in Generosity
After years of buying all 10 of her grandchildren Christmas gifts, a financially savvy grandmother decided to do something different.
Our 2 Cents
Plain English, no jargon.
Writing and videos from the team on markets, money, and the life around both.
Oct 2020
How Does An Election Affect The Market?
Bold statements about elections and markets often contradict one another. We went and got the historic facts.
Aug 2020
Mortgage Rates and Refinancing
“Should I refinance my house right now?” For many, the answer is probably yes. Here is how to know.
Jul 2020
Independence to Pursue
“Perspective, Marines!” A lesson from a platoon commander about how a dose of perspective changes everything, including money.
Feb 2020
Love, Money and Relationships
People often say money is the root of all evil. It is the love of money, and the difference matters for your marriage.
Aug-Sep 2019
Debunking Social Security, Parts 1 & 2
When to file, whether it will be there, and how benefits actually work: the least understood benefit, explained.
Consultations are free. Conversations are easy.
When you schedule with us, you won’t be visiting with a salesperson. You’ll meet a registered professional with the heart of a teacher.