CFP®
Protecting Your Portfolio from Financial Fraud
Protecting Your Portfolio from Financial Fraud Written By: Andrea Bulen, CFP® As financial advisors, we are repeatedly asked, “What’s the biggest risk to my financial plan?”. We of course discuss many…
Read MoreTax Planning for New Retirees
Tax Planning for New Retirees Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As you enter retirement, it’s likely your income and resulting tax picture will change—sometimes dramatically. Changes in…
Read MoreMilestone Birthdays for Financial Planning
Milestone Birthdays for Financial Planning Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Birthday celebrations may not be top of mind as you get older, but understanding key birthdays may…
Read More30 Years as a Client: Part 3
30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…
Read MoreWhat Should You Do with a 1099-K from Venmo?
What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…
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