Financial planning blog

As we stand on the brink of a new year, the time is ripe to reassess and elevate our financial aspirations. Setting well-defined and meaningful financial goals is the first step toward potentially securing a robust and prosperous future. In this comprehensive guide, we delve into the top 10 financial goals for 2024, providing you...Read More

Smart Money Moves: Real Estate Financial Planning Tips You Can’t Miss In the realm of real estate investments, strategic financial planning is the bedrock upon which successful ventures are built. This in-depth exploration unveils indispensable tips and tactics that astute investors must incorporate into their financial planning toolkit to navigate the complex landscape of real...Read More

We are in the thick of the holidays at our homes and with our families. So much joy and chaos! As you visit with family and friends, don’t forget about our second opinion service!  We offer friends and family up to three complimentary financial planning meetings as a service to you, our clients! If anyone...Read More

We are “wrapping up” for the holidays! If you have any last-minute requests from your financial team, please make note that we are going to be heading home for the holidays soon. A few things that happen at the end of the year include: Required minimum distributions. If you are above the minimum age, then...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!Read More

Thanks to everyone who made it to our annual holiday party. We had a wonderful time showing off our new space and sharing stories with you. We wish you the very best for the new year! Tips for the holidays Keep your spending in alignment with your goals! Inflation has driven up prices and our...Read More