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