Give a Gift That Lasts: A Solid Financial Plan

As we approach the holiday season, I am reminded of Christmas gatherings and the exchange of gifts between family and friends. While we all enjoy receiving gifts, it is the joy I get from giving that is most fulfilling. It’s especially so when the gift is something that has a lasting impact for the recipient. It might sound strange, but that’s how I’ve come to view financial planning. When done effectively, it can have a positive impact on a family today, as well as transform the lives of generations to come. What a legacy!

Four-Step Process to Discuss Debt Management with Your Partner

Featured, Financial Planning / By Rick Manske

Why are we ending a stressful year talking about debt management?

The Importance of Crafting Your Financial Plan

Financial Planning / By Edmund Clapham

I’m big into rowing – I’ve competed in quite a few boat races as the coxswain. For non-rowers, it’s pronounced “cox-en” and as Business Insider puts it I’m the “motionless member in the back of the boat.” But don’t let that fool you – even though I’m not powering the boat, I’m playing an important role steering it and directing my teammates.

There Is Risk Everywhere – Keep Calm and Carry On

Coronavirus, Economy, Featured, Investing / By Travis Boyer

The events of the past two years should serve as a good reminder to all of us that no matter what we do every day, we face risks beyond our control. However small the risk may be, there is no way to ensure that you avoid falling victim to these types of events. Not that we should live our lives in constant fear — we should just prepare for the worst and then feel very fortunate should we end up living long and healthy lives.

Give a Gift That Lasts: A Solid Financial Plan

Four-Step Process to Discuss Debt Management with Your Partner

The Importance of Crafting Your Financial Plan

There Is Risk Everywhere – Keep Calm and Carry On

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