May 2020

Multitasking Meets Its Match

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

May 2020

Release The Panic

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

May 2020

COVID-19 Presents New Opportunities for Scammers

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

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

May 2020

Gimme Some Truth

By Kristan L. Anderson, CEBS, CFP®

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.

Feb 2020

Once in a Lifetime

By Kristan L. Anderson, CEBS, CFP®

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.

Feb 2020

Who Needs a Digital Witness?

By Rick Gibson, CFP®

We do pretty much everything online these days. Even if you are resistant to the call of social media, you may still have to interact with digital tools to access your accounts, sign paperwork, and purchase items.

Nov 2019

Financial Focus - When I’m Sixty-Four

By Brian L. Mackin, CFP®

Spending money is easy when you’re still working. But how about if you are thinking of retiring? A key assumption in any retirement cash flow projection is estimating how much will we spend in our golden years. One approach is