Kristan Anderson, CEBS®, CFP®

Last month, the financial planning department did a presentation to clients on financial planning basics. If you missed the presentation, or are interested in any of the material that we discussed, please feel free to reach out to anyone in the planning department.

By Cheryl Langston, CFP®

While the past year was difficult, incredible stories from 2020 highlight how people were able to give time, talents and resources to help those less fortunate.

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

This year I did not make any New Year’s resolutions. None. Instead, I have set an intention for myself. I’ve chosen ONE word to inspire me during 2021 and it is “consistency.”