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Transition: What Can a Trapeze Artist Teach Us?
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist more
Living to 100
By Cicily Maton, CFP® Last week my business partner and I met with a colleague with whom we do business. more
Why My View of Money Is Different Than Yours
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you more
Does It Matter?
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a more
How Women Can Avoid Money Mistakes
By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more
7 Steps to Combat Identity Theft
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the more
The Real (Intangible) Power of Financial Planning
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more
Setting Goals: From Resolution to Action to Benefit
by William “Marty” Martin The New Year is a time associated with new possibilities and new beginnings. Many of more
Personal (Finance) Training
by Jude Boudreaux I don’t work out as much as I know I should, and perhaps you don’t either. We more
Preparing for the Unexpected
by JJ Sessions I am a big believer in the saying, “If you’re prepared, you will not fear.” So, as more